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 | $63,741 | $99,020-35.6% | $86,590-26.4% | $147,584-56.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.43% | 1312.34%-1294.9pp | 964.84%-947.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,753 | $3,132-44.0% | $2,839-38.3% | $4,876-64.0% |
| Participant deferral / active EE | $3,864 | $3,972-2.7% | $3,609+7.1% | $5,439-29.0% |
| Admin fee / account holder | $476 | $5,710-91.7% | $4,906-90.3% | $10,885-95.6% |