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 | $65,933 | $183,519-64.1% | $155,509-57.6% | $145,922-54.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.37% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,408 | $5,313-54.7% | $4,672-48.5% | $4,660-48.3% |
| Participant deferral / active EE | $2,720 | $6,462-57.9% | $5,626-51.7% | $6,688-59.3% |
| Admin fee / account holder | $386 | $19,313-98.0% | $15,912-97.6% | $13,397-97.1% |