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 | $62,599 | $210,648-70.3% | $177,989-64.8% | $145,922-57.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.29% | 385.86%-375.6pp | 294.48%-284.2pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,032 | $4,565-77.4% | $3,949-73.9% | $4,660-77.8% |
| Participant deferral / active EE | $1,592 | $6,958-77.1% | $6,276-74.6% | $6,688-76.2% |
| Admin fee / account holder | $8,745 | $12,013-27.2% | $10,363-15.6% | $13,397-34.7% |