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 | $69,029 | $162,781-57.6% | $133,956-48.5% | $158,922-56.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.36% | 41.94%-25.6pp | 45.09%-28.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $3,554 | $4,975-28.6% | $3,919-9.3% | $4,761-25.4% |
| Participant deferral / active EE | $4,351 | $5,911-26.4% | $5,048-13.8% | $5,982-27.3% |
| Admin fee / account holder | $16,686 | $11,736+42.2% | $8,927+86.9% | $11,246+48.4% |