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 6-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 | $70,106 | $115,770-39.4% | $101,248-30.8% | $158,922-55.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.71% | 56.14%-40.4pp | 46.47%-30.8pp | 302.83%-287.1pp |
| Employer contribution / active EE | $3,042 | $4,175-27.1% | $3,660-16.9% | $4,761-36.1% |
| Participant deferral / active EE | $14,604 | $4,957+194.6% | $4,370+234.2% | $5,982+144.1% |
| Admin fee / account holder | $7,852 | $7,245+8.4% | $5,945+32.1% | $11,246-30.2% |