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 | $61,102 | $102,966-40.7% | $90,281-32.3% | $152,861-60.0% |
| Participation rate | 94.4% | 75.9%+18.6pp | 73.3%+21.2pp | 82.4%+12.0pp |
| Annual return | 15.36% | 95.16%-79.8pp | 78.10%-62.7pp | 345.32%-330.0pp |
| Employer contribution / active EE | $9,818 | $3,139+212.8% | $2,854+244.0% | $4,762+106.2% |
| Participant deferral / active EE | $1,116 | $4,281-73.9% | $3,885-71.3% | $5,850-80.9% |
| Admin fee / account holder | $7,572 | $6,171+22.7% | $5,351+41.5% | $11,596-34.7% |