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 | $96,979 | $198,466-51.1% | $170,442-43.1% | $147,584-34.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.72% | 257.29%-237.6pp | 205.93%-186.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,116 | $6,184-65.8% | $5,433-61.1% | $4,876-56.6% |
| Participant deferral / active EE | $4,366 | $5,629-22.4% | $4,939-11.6% | $5,439-19.7% |
| Admin fee / account holder | $920 | $16,852-94.5% | $13,880-93.4% | $10,885-91.5% |