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 | $69,223 | $156,846-55.9% | $121,098-42.8% | $139,434-50.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.94% | 1474.56%-1459.6pp | 985.75%-970.8pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,730 | $5,536-50.7% | $4,164-34.4% | $4,751-42.5% |
| Participant deferral / active EE | $4,790 | $4,844-1.1% | $4,080+17.4% | $6,710-28.6% |
| Admin fee / account holder | $17,326 | $6,946+149.4% | $5,644+206.9% | $11,403+51.9% |