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 | $123,207 | $173,345-28.9% | $136,007-9.4% | $145,922-15.6% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.30% | 1163.32%-1140.0pp | 579.32%-556.0pp | 561.29%-538.0pp |
| Employer contribution / active EE | $1,383 | $5,278-73.8% | $4,217-67.2% | $4,660-70.3% |
| Participant deferral / active EE | $4,933 | $8,699-43.3% | $7,025-29.8% | $6,688-26.2% |
| Admin fee / account holder | $782 | $9,954-92.1% | $6,858-88.6% | $13,397-94.2% |