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 4-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 | $68,122 | $109,982-38.1% | $97,226-29.9% | $145,922-53.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.51% | 242.90%-232.4pp | 75.13%-64.6pp | 561.29%-550.8pp |
| Employer contribution / active EE | $11,362 | $3,084+268.4% | $2,729+316.4% | $4,660+143.8% |
| Participant deferral / active EE | $9,199 | $4,676+96.7% | $4,264+115.7% | $6,688+37.5% |
| Admin fee / account holder | $2,615 | $6,221-58.0% | $5,654-53.7% | $13,397-80.5% |