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 | $71,765 | $99,020-27.5% | $86,590-17.1% | $147,584-51.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.39% | 1312.34%-1296.9pp | 964.84%-949.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,037 | $3,132-35.0% | $2,839-28.3% | $4,876-58.2% |
| Participant deferral / active EE | $2,234 | $3,972-43.8% | $3,609-38.1% | $5,439-58.9% |
| Admin fee / account holder | $841 | $5,710-85.3% | $4,906-82.9% | $10,885-92.3% |