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 3-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 | $95,586 | $104,974-8.9% | $95,5850% | $142,382-32.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.20% | 210.33%-195.1pp | 38.56%-23.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $10,000 | $2,779+259.9% | $2,527+295.8% | $4,299+132.6% |
| Participant deferral / active EE | $31,000 | $4,352+612.3% | $4,023+670.6% | $6,507+376.4% |
| Admin fee / account holder | $1,843 | $6,386-71.1% | $6,127-69.9% | $12,624-85.4% |