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 | $60,687 | $228,332-73.4% | $185,823-67.3% | $158,922-61.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.83% | 40.80%-26.0pp | 35.95%-21.1pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,911 | $4,967-61.5% | $4,087-53.2% | $4,761-59.9% |
| Participant deferral / active EE | $2,884 | $6,415-55.0% | $5,632-48.8% | $5,982-51.8% |
| Admin fee / account holder | $517 | $11,864-95.6% | $9,500-94.6% | $11,246-95.4% |