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 | $61,817 | $217,402-71.6% | $185,823-66.7% | $167,490-63.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.30% | 148.36%-137.1pp | 122.05%-110.7pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,638 | $5,873-72.1% | $5,167-68.3% | $4,837-66.1% |
| Participant deferral / active EE | $3,257 | $6,356-48.8% | $5,568-41.5% | $6,341-48.6% |
| Admin fee / account holder | $1,989 | $19,811-90.0% | $16,237-87.8% | $12,309-83.8% |