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 | $58,073 | $110,502-47.4% | $80,716-28.1% | $167,490-65.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 18.71% | 120.54%-101.8pp | 87.28%-68.6pp | 478.56%-459.8pp |
| Employer contribution / active EE | $2,143 | $1,543+38.9% | $1,160+84.7% | $4,837-55.7% |
| Participant deferral / active EE | $1,767 | $2,871-38.5% | $2,146-17.7% | $6,341-72.1% |
| Admin fee / account holder | $634 | $4,545-86.0% | $3,380-81.2% | $12,309-94.8% |