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 | $82,301 | $104,664-21.4% | $85,682-3.9% | $167,490-50.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 9.59% | 21.45%-11.9pp | 21.49%-11.9pp | 478.56%-469.0pp |
| Employer contribution / active EE | $5,391 | $3,337+61.5% | $2,618+105.9% | $4,837+11.4% |
| Participant deferral / active EE | $10,570 | $4,824+119.1% | $3,923+169.5% | $6,341+66.7% |
| Admin fee / account holder | $641 | $10,032-93.6% | $6,873-90.7% | $12,309-94.8% |