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 | $89,159 | $198,466-55.1% | $170,442-47.7% | $147,584-39.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.23% | 257.29%-241.1pp | 205.93%-189.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $3,268 | $6,184-47.1% | $5,433-39.8% | $4,876-33.0% |
| Participant deferral / active EE | $3,561 | $5,629-36.7% | $4,939-27.9% | $5,439-34.5% |
| Admin fee / account holder | $754 | $16,852-95.5% | $13,880-94.6% | $10,885-93.1% |