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 | $64,071 | $165,984-61.4% | $164,813-61.1% | $145,922-56.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.93% | 100.03%-86.1pp | 69.93%-56.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $9,830 | $5,273+86.4% | $4,341+126.5% | $4,660+111.0% |
| Participant deferral / active EE | $5,757 | $6,959-17.3% | $6,031-4.6% | $6,688-13.9% |
| Admin fee / account holder | $8,049 | $16,648-51.7% | $12,690-36.6% | $13,397-39.9% |