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 | $66,027 | $123,909-46.7% | $69,647-5.2% | $145,922-54.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 11.69% | 190.55%-178.9pp | 100.48%-88.8pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,192 | $2,682-18.3% | $1,712+28.0% | $4,660-53.0% |
| Participant deferral / active EE | $11,607 | $4,236+174.0% | $2,886+302.2% | $6,688+73.6% |
| Admin fee / account holder | $350 | $7,863-95.5% | $4,713-92.6% | $13,397-97.4% |