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 | $58,203 | $69,207-15.9% | $64,056-9.1% | $139,434-58.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.60% | 45.88%-30.3pp | 33.69%-18.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $5,564 | $3,182+74.8% | $2,747+102.6% | $4,751+17.1% |
| Participant deferral / active EE | $3,507 | $4,682-25.1% | $3,880-9.6% | $6,710-47.7% |
| Admin fee / account holder | $1,633 | $4,244-61.5% | $3,068-46.8% | $11,403-85.7% |