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 | $72,451 | $108,919-33.5% | $100,391-27.8% | $145,922-50.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.50% | 57.88%-39.4pp | 49.20%-30.7pp | 561.29%-542.8pp |
| Employer contribution / active EE | $13,234 | $4,419+199.5% | $3,942+235.7% | $4,660+184.0% |
| Participant deferral / active EE | $8,978 | $8,445+6.3% | $8,082+11.1% | $6,688+34.2% |
| Admin fee / account holder | $4,585 | $9,689-52.7% | $7,899-42.0% | $13,397-65.8% |