See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,852 | $217,402-68.8% | $185,823-63.5% | $167,490-59.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.00% | 148.36%-136.4pp | 122.05%-110.1pp | 478.56%-466.6pp |
| Employer contribution / active EE | $2,148 | $5,873-63.4% | $5,167-58.4% | $4,837-55.6% |
| Participant deferral / active EE | $8,400 | $6,356+32.2% | $5,568+50.9% | $6,341+32.5% |
| Admin fee / account holder | $458 | $19,811-97.7% | $16,237-97.2% | $12,309-96.3% |