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 | $81,240 | $99,020-18.0% | $86,590-6.2% | $147,584-45.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.09% | 1312.34%-1303.2pp | 964.84%-955.7pp | 578.55%-569.5pp |
| Employer contribution / active EE | $1,708 | $3,132-45.5% | $2,839-39.9% | $4,876-65.0% |
| Participant deferral / active EE | $490 | $3,972-87.7% | $3,609-86.4% | $5,439-91.0% |
| Admin fee / account holder | $1,222 | $5,710-78.6% | $4,906-75.1% | $10,885-88.8% |