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 | $69,778 | $96,635-27.8% | $86,612-19.4% | $139,434-50.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.56% | 106.41%-92.8pp | 591.07%-577.5pp | 372.94%-359.4pp |
| Employer contribution / active EE | $3,706 | $3,263+13.6% | $3,022+22.6% | $4,751-22.0% |
| Participant deferral / active EE | $1,451 | $4,836-70.0% | $4,438-67.3% | $6,710-78.4% |
| Admin fee / account holder | $13,994 | $6,408+118.4% | $5,614+149.3% | $11,403+22.7% |