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 | $94,657 | $144,119-34.3% | $117,854-19.7% | $147,584-35.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.88% | 531.15%-516.3pp | 335.08%-320.2pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,291 | $4,896-73.6% | $3,786-65.9% | $4,876-73.5% |
| Participant deferral / active EE | $2,335 | $5,316-56.1% | $4,482-47.9% | $5,439-57.1% |
| Admin fee / account holder | $5,139 | $10,886-52.8% | $8,020-35.9% | $10,885-52.8% |