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 | $87,882 | $210,648-58.3% | $177,989-50.6% | $145,922-39.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.30% | 385.86%-373.6pp | 294.48%-282.2pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,846 | $4,565-59.6% | $3,949-53.2% | $4,660-60.4% |
| Participant deferral / active EE | $16,000 | $6,958+130.0% | $6,276+154.9% | $6,688+139.2% |
| Admin fee / account holder | $567 | $12,013-95.3% | $10,363-94.5% | $13,397-95.8% |