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 | $69,916 | $77,145-9.4% | $108,410-35.5% | $85,850-18.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.00% | 44.54%-31.5pp | 905.27%-892.3pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,021 | $2,379-15.0% | $3,558-43.2% | $2,565-21.2% |
| Participant deferral / active EE | $6,484 | $5,566+16.5% | $6,563-1.2% | $3,952+64.1% |
| Admin fee / account holder | $1,671 | $5,172-67.7% | $7,295-77.1% | $6,260-73.3% |