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 | $60,280 | $159,901-62.3% | $146,958-59.0% | $145,922-58.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.02% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $6,524 | $5,286+23.4% | $4,933+32.3% | $4,660+40.0% |
| Participant deferral / active EE | $8,872 | $8,428+5.3% | $8,070+9.9% | $6,688+32.7% |
| Admin fee / account holder | $7,229 | $15,044-51.9% | $12,998-44.4% | $13,397-46.0% |