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 | $70,386 | $96,635-27.2% | $86,612-18.7% | $139,434-49.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.25% | 106.41%-94.2pp | 591.07%-578.8pp | 372.94%-360.7pp |
| Employer contribution / active EE | $8,535 | $3,263+161.6% | $3,022+182.4% | $4,751+79.7% |
| Participant deferral / active EE | $5,849 | $4,836+20.9% | $4,438+31.8% | $6,710-12.8% |
| Admin fee / account holder | $675 | $6,408-89.5% | $5,614-88.0% | $11,403-94.1% |