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 | $69,254 | $90,348-23.3% | $75,972-8.8% | $145,922-52.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.70% | 620.88%-608.2pp | 359.55%-346.8pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,663 | $3,311+10.6% | $2,685+36.4% | $4,660-21.4% |
| Participant deferral / active EE | $4,179 | $5,162-19.0% | $4,255-1.8% | $6,688-37.5% |
| Admin fee / account holder | $698 | $8,467-91.8% | $6,467-89.2% | $13,397-94.8% |