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 | $77,736 | $144,119-46.1% | $117,854-34.0% | $147,584-47.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.91% | 531.15%-521.2pp | 335.08%-325.2pp | 578.55%-568.6pp |
| Employer contribution / active EE | $3,118 | $4,896-36.3% | $3,786-17.6% | $4,876-36.1% |
| Participant deferral / active EE | $4,892 | $5,316-8.0% | $4,482+9.1% | $5,439-10.1% |
| Admin fee / account holder | $7,479 | $10,886-31.3% | $8,020-6.7% | $10,885-31.3% |