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 | $68,055 | $99,918-31.9% | $81,382-16.4% | $145,922-53.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.88% | 34.32%-20.4pp | 24.73%-10.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,629 | $2,978+21.9% | $2,463+47.4% | $4,660-22.1% |
| Participant deferral / active EE | $5,978 | $4,605+29.8% | $3,883+54.0% | $6,688-10.6% |
| Admin fee / account holder | $13,207 | $8,212+60.8% | $5,768+129.0% | $13,397-1.4% |