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 | $88,152 | $137,414-35.8% | $189,513-53.5% | $85,850+2.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.11% | 38.14%-23.0pp | 555.15%-540.0pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,407 | $4,344-44.6% | $6,162-60.9% | $2,565-6.2% |
| Participant deferral / active EE | $3,006 | $6,260-52.0% | $8,221-63.4% | $3,952-23.9% |
| Admin fee / account holder | $1,408 | $8,630-83.7% | $12,045-88.3% | $6,260-77.5% |