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 | $76,245 | $73,515+3.7% | $62,995+21.0% | $147,584-48.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.91% | 175.43%-163.5pp | 87.57%-75.7pp | 578.55%-566.6pp |
| Employer contribution / active EE | $986 | $3,320-70.3% | $2,759-64.3% | $4,876-79.8% |
| Participant deferral / active EE | $3,185 | $4,185-23.9% | $3,329-4.3% | $5,439-41.4% |
| Admin fee / account holder | $4,495 | $5,953-24.5% | $3,600+24.9% | $10,885-58.7% |