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 | $67,362 | $81,632-17.5% | $70,449-4.4% | $158,922-57.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 35.12% | 208.40%-173.3pp | 109.03%-73.9pp | 302.83%-267.7pp |
| Employer contribution / active EE | $2,922 | $3,217-9.2% | $2,737+6.8% | $4,761-38.6% |
| Participant deferral / active EE | $5,757 | $4,554+26.4% | $3,709+55.2% | $5,982-3.8% |
| Admin fee / account holder | $538 | $6,193-91.3% | $3,845-86.0% | $11,246-95.2% |