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 | $66,498 | $90,503-26.5% | $78,689-15.5% | $273,961-75.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 143.27% | 75.60%+67.7pp | 62.18%+81.1pp | 41.45%+101.8pp |
| Employer contribution / active EE | $2,699 | $3,176-15.0% | $2,851-5.3% | $4,869-44.6% |
| Participant deferral / active EE | $8,810 | $3,901+125.8% | $3,517+150.5% | $5,287+66.6% |
| Admin fee / account holder | $17,501 | $5,263+232.5% | $4,510+288.0% | $10,132+72.7% |