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 | $74,809 | $115,770-35.4% | $101,248-26.1% | $158,922-52.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.83% | 56.14%-43.3pp | 46.47%-33.6pp | 302.83%-290.0pp |
| Employer contribution / active EE | $9,648 | $4,175+131.1% | $3,660+163.6% | $4,761+102.6% |
| Participant deferral / active EE | $2,207 | $4,957-55.5% | $4,370-49.5% | $5,982-63.1% |
| Admin fee / account holder | $17,757 | $7,245+145.1% | $5,945+198.7% | $11,246+57.9% |