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 | $88,805 | $226,064-60.7% | $182,532-51.3% | $152,861-41.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.31% | 192.51%-175.2pp | 148.54%-131.2pp | 345.32%-328.0pp |
| Employer contribution / active EE | $3,953 | $4,978-20.6% | $4,076-3.0% | $4,762-17.0% |
| Participant deferral / active EE | $4,566 | $6,368-28.3% | $5,524-17.4% | $5,850-22.0% |
| Admin fee / account holder | $3,566 | $10,703-66.7% | $8,592-58.5% | $11,596-69.3% |