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 | $75,512 | $106,890-29.4% | $84,015-10.1% | $152,861-50.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.44% | 104.99%-86.5pp | 71.31%-52.9pp | 345.32%-326.9pp |
| Employer contribution / active EE | $657 | $2,734-76.0% | $1,983-66.9% | $4,762-86.2% |
| Participant deferral / active EE | $8,672 | $4,011+116.2% | $3,239+167.8% | $5,850+48.2% |
| Admin fee / account holder | $500 | $8,285-94.0% | $6,101-91.8% | $11,596-95.7% |