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 | $63,128 | $107,334-41.2% | $92,893-32.0% | $152,861-58.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.64% | 145.58%-121.9pp | 109.41%-85.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,918 | $4,221-54.6% | $3,653-47.5% | $4,762-59.7% |
| Participant deferral / active EE | $7,209 | $4,845+48.8% | $4,236+70.2% | $5,850+23.2% |
| Admin fee / account holder | $1,766 | $7,079-75.1% | $5,794-69.5% | $11,596-84.8% |