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 | $60,859 | $217,402-72.0% | $185,823-67.2% | $167,490-63.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.59% | 148.36%-129.8pp | 122.05%-103.5pp | 478.56%-460.0pp |
| Employer contribution / active EE | $2,912 | $5,873-50.4% | $5,167-43.6% | $4,837-39.8% |
| Participant deferral / active EE | $5,465 | $6,356-14.0% | $5,568-1.8% | $6,341-13.8% |
| Admin fee / account holder | $394 | $19,811-98.0% | $16,237-97.6% | $12,309-96.8% |