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 | $63,140 | $159,901-60.5% | $146,958-57.0% | $145,922-56.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.72% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,144 | $5,286-78.4% | $4,933-76.8% | $4,660-75.4% |
| Participant deferral / active EE | $6,633 | $8,428-21.3% | $8,070-17.8% | $6,688-0.8% |
| Admin fee / account holder | $17,789 | $15,044+18.2% | $12,998+36.9% | $13,397+32.8% |