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 | $82,469 | $100,852-18.2% | $90,404-8.8% | $158,922-48.1% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 11.12% | 1724.20%-1713.1pp | 1293.02%-1281.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $2,245 | $3,689-39.1% | $3,262-31.2% | $4,761-52.8% |
| Participant deferral / active EE | $4,347 | $4,3480% | $3,963+9.7% | $5,982-27.3% |
| Admin fee / account holder | $33,076 | $6,501+408.8% | $5,611+489.5% | $11,246+194.1% |