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 | $92,487 | $144,119-35.8% | $117,854-21.5% | $147,584-37.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.31% | 531.15%-515.8pp | 335.08%-319.8pp | 578.55%-563.2pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,189 | $5,316-58.8% | $4,482-51.2% | $5,439-59.7% |
| Admin fee / account holder | $1,492 | $10,886-86.3% | $8,020-81.4% | $10,885-86.3% |