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 | $78,124 | $198,466-60.6% | $170,442-54.2% | $147,584-47.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.73% | 257.29%-244.6pp | 205.93%-193.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $2,684 | $6,184-56.6% | $5,433-50.6% | $4,876-45.0% |
| Participant deferral / active EE | $3,547 | $5,629-37.0% | $4,939-28.2% | $5,439-34.8% |
| Admin fee / account holder | $2,261 | $16,852-86.6% | $13,880-83.7% | $10,885-79.2% |