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 | $82,246 | $117,841-30.2% | $102,423-19.7% | $145,922-43.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.29% | 31.65%-21.4pp | 29.32%-19.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $4,513 | $3,615+24.8% | $3,023+49.3% | $4,660-3.2% |
| Participant deferral / active EE | $4,679 | $5,731-18.4% | $5,053-7.4% | $6,688-30.0% |
| Admin fee / account holder | $851 | $13,326-93.6% | $9,451-91.0% | $13,397-93.6% |