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 | $66,068 | $81,632-19.1% | $70,449-6.2% | $158,922-58.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.33% | 208.40%-195.1pp | 109.03%-95.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,898 | $3,217-9.9% | $2,737+5.9% | $4,761-39.1% |
| Participant deferral / active EE | $2,898 | $4,554-36.4% | $3,709-21.8% | $5,982-51.5% |
| Admin fee / account holder | $4,725 | $6,193-23.7% | $3,845+22.9% | $11,246-58.0% |