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 | $76,429 | $176,056-56.6% | $159,436-52.1% | $167,490-54.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.14% | 331.75%-321.6pp | 263.57%-253.4pp | 478.56%-468.4pp |
| Employer contribution / active EE | $6,805 | $5,297+28.5% | $4,829+40.9% | $4,837+40.7% |
| Participant deferral / active EE | $5,809 | $7,750-25.0% | $7,352-21.0% | $6,341-8.4% |
| Admin fee / account holder | $691 | $12,554-94.5% | $10,799-93.6% | $12,309-94.4% |