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 5-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 | $69,999 | $165,984-57.8% | $164,813-57.5% | $145,922-52.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.11% | 100.03%-86.9pp | 69.93%-56.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,737 | $5,273-67.1% | $4,341-60.0% | $4,660-62.7% |
| Participant deferral / active EE | $11,925 | $6,959+71.4% | $6,031+97.7% | $6,688+78.3% |
| Admin fee / account holder | $755 | $16,648-95.5% | $12,690-94.1% | $13,397-94.4% |