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 | $85,004 | $133,922-36.5% | $116,228-26.9% | $142,382-40.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.89% | 147.76%-133.9pp | 90.06%-76.2pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,391 | $3,446-1.6% | $2,994+13.3% | $4,299-21.1% |
| Participant deferral / active EE | $3,589 | $5,672-36.7% | $4,953-27.5% | $6,507-44.8% |
| Admin fee / account holder | $877 | $14,945-94.1% | $11,989-92.7% | $12,624-93.1% |