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 | $72,681 | $99,020-26.6% | $86,590-16.1% | $147,584-50.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.14% | 1312.34%-1301.2pp | 964.84%-953.7pp | 578.55%-567.4pp |
| Employer contribution / active EE | $4,169 | $3,132+33.1% | $2,839+46.8% | $4,876-14.5% |
| Participant deferral / active EE | $5,729 | $3,972+44.2% | $3,609+58.8% | $5,439+5.3% |
| Admin fee / account holder | $8,678 | $5,710+52.0% | $4,906+76.9% | $10,885-20.3% |