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 | $63,471 | $209,411-69.7% | $178,490-64.4% | $158,922-60.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.07% | 188.75%-178.7pp | 151.07%-141.0pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,680 | $5,706-70.6% | $5,011-66.5% | $4,761-64.7% |
| Participant deferral / active EE | $3,836 | $5,954-35.6% | $5,202-26.3% | $5,982-35.9% |
| Admin fee / account holder | $1,928 | $17,074-88.7% | $13,984-86.2% | $11,246-82.9% |