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 | $58,497 | $217,402-73.1% | $185,823-68.5% | $167,490-65.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.27% | 148.36%-139.1pp | 122.05%-112.8pp | 478.56%-469.3pp |
| Employer contribution / active EE | $1,567 | $5,873-73.3% | $5,167-69.7% | $4,837-67.6% |
| Participant deferral / active EE | $3,362 | $6,356-47.1% | $5,568-39.6% | $6,341-47.0% |
| Admin fee / account holder | $2,360 | $19,811-88.1% | $16,237-85.5% | $12,309-80.8% |