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 | $67,308 | $136,179-50.6% | $98,755-31.8% | $167,490-59.8% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 15.07% | 67.53%-52.5pp | 49.91%-34.8pp | 478.56%-463.5pp |
| Employer contribution / active EE | $4,087 | $2,631+55.3% | $2,067+97.7% | $4,837-15.5% |
| Participant deferral / active EE | $1,031 | $3,716-72.3% | $3,035-66.0% | $6,341-83.7% |
| Admin fee / account holder | $1,124 | $5,031-77.7% | $4,076-72.4% | $12,309-90.9% |