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 | $73,461 | $99,020-25.8% | $86,590-15.2% | $147,584-50.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.35% | 1312.34%-1301.0pp | 964.84%-953.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,495 | $3,132-52.3% | $2,839-47.4% | $4,876-69.4% |
| Participant deferral / active EE | $2,489 | $3,972-37.3% | $3,609-31.0% | $5,439-54.2% |
| Admin fee / account holder | $5,397 | $5,710-5.5% | $4,906+10.0% | $10,885-50.4% |