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 | $61,091 | $162,781-62.5% | $133,956-54.4% | $158,922-61.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.22% | 41.94%-33.7pp | 45.09%-36.9pp | 302.83%-294.6pp |
| Employer contribution / active EE | $1,870 | $4,975-62.4% | $3,919-52.3% | $4,761-60.7% |
| Participant deferral / active EE | $3,445 | $5,911-41.7% | $5,048-31.8% | $5,982-42.4% |
| Admin fee / account holder | $24,997 | $11,736+113.0% | $8,927+180.0% | $11,246+122.3% |