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 | $73,850 | $209,411-64.7% | $178,490-58.6% | $158,922-53.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.02% | 188.75%-178.7pp | 151.07%-141.0pp | 302.83%-292.8pp |
| Employer contribution / active EE | $10,808 | $5,706+89.4% | $5,011+115.7% | $4,761+127.0% |
| Participant deferral / active EE | $6,654 | $5,954+11.8% | $5,202+27.9% | $5,982+11.2% |
| Admin fee / account holder | $2,449 | $17,074-85.7% | $13,984-82.5% | $11,246-78.2% |