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 | $65,210 | $65,561-0.5% | $86,188-24.3% | $75,163-13.2% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 13.30% | 46.05%-32.8pp | 1168.45%-1155.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,556 | $1,553+0.2% | $2,380-34.6% | $2,670-41.7% |
| Participant deferral / active EE | $2,871 | $3,024-5.0% | $3,985-28.0% | $4,125-30.4% |
| Admin fee / account holder | $27,701 | $5,474+406.1% | $6,852+304.3% | $5,651+390.2% |