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 | $68,632 | $112,881-39.2% | $90,951-24.5% | $158,922-56.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.76% | 215.79%-203.0pp | 134.60%-121.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $5,819 | $2,893+101.1% | $2,122+174.2% | $4,761+22.2% |
| Participant deferral / active EE | $3,890 | $4,128-5.8% | $3,373+15.3% | $5,982-35.0% |
| Admin fee / account holder | $597 | $8,041-92.6% | $5,959-90.0% | $11,246-94.7% |