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 | $81,373 | $114,047-28.6% | $96,139-15.4% | $167,490-51.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.76% | 189.88%-177.1pp | 191.94%-179.2pp | 478.56%-465.8pp |
| Employer contribution / active EE | $3,148 | $3,427-8.1% | $2,797+12.6% | $4,837-34.9% |
| Participant deferral / active EE | $4,686 | $5,194-9.8% | $4,349+7.7% | $6,341-26.1% |
| Admin fee / account holder | $408 | $6,897-94.1% | $5,537-92.6% | $12,309-96.7% |