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 | $51,007 | $144,119-64.6% | $117,854-56.7% | $147,584-65.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.14% | 531.15%-521.0pp | 335.08%-324.9pp | 578.55%-568.4pp |
| Employer contribution / active EE | $1,740 | $4,896-64.5% | $3,786-54.0% | $4,876-64.3% |
| Participant deferral / active EE | $1,932 | $5,316-63.7% | $4,482-56.9% | $5,439-64.5% |
| Admin fee / account holder | $434 | $10,886-96.0% | $8,020-94.6% | $10,885-96.0% |