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 | $64,326 | $228,332-71.8% | $185,823-65.4% | $158,922-59.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 24.06% | 40.80%-16.7pp | 35.95%-11.9pp | 302.83%-278.8pp |
| Employer contribution / active EE | $6,344 | $4,967+27.7% | $4,087+55.2% | $4,761+33.2% |
| Participant deferral / active EE | $5,481 | $6,415-14.6% | $5,632-2.7% | $5,982-8.4% |
| Admin fee / account holder | $844 | $11,864-92.9% | $9,500-91.1% | $11,246-92.5% |