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 | $72,654 | $96,635-24.8% | $86,612-16.1% | $139,434-47.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.28% | 106.41%-91.1pp | 591.07%-575.8pp | 372.94%-357.7pp |
| Employer contribution / active EE | $5,919 | $3,263+81.4% | $3,022+95.8% | $4,751+24.6% |
| Participant deferral / active EE | $7,001 | $4,836+44.8% | $4,438+57.8% | $6,710+4.3% |
| Admin fee / account holder | $5,946 | $6,408-7.2% | $5,614+5.9% | $11,403-47.9% |