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 | $60,150 | $110,502-45.6% | $80,716-25.5% | $167,490-64.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 13.43% | 120.54%-107.1pp | 87.28%-73.9pp | 478.56%-465.1pp |
| Employer contribution / active EE | $3,991 | $1,543+158.7% | $1,160+244.0% | $4,837-17.5% |
| Participant deferral / active EE | $6,249 | $2,871+117.7% | $2,146+191.2% | $6,341-1.5% |
| Admin fee / account holder | $3,947 | $4,545-13.1% | $3,380+16.8% | $12,309-67.9% |