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 | $75,302 | $99,020-24.0% | $86,590-13.0% | $147,584-49.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.66% | 1312.34%-1300.7pp | 964.84%-953.2pp | 578.55%-566.9pp |
| Employer contribution / active EE | $3,835 | $3,132+22.4% | $2,839+35.1% | $4,876-21.4% |
| Participant deferral / active EE | $8,733 | $3,972+119.9% | $3,609+142.0% | $5,439+60.6% |
| Admin fee / account holder | $776 | $5,710-86.4% | $4,906-84.2% | $10,885-92.9% |