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 | $78,209 | $217,402-64.0% | $185,823-57.9% | $167,490-53.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.81% | 148.36%-131.5pp | 122.05%-105.2pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,952 | $5,873-66.8% | $5,167-62.2% | $4,837-59.6% |
| Participant deferral / active EE | $6,933 | $6,356+9.1% | $5,568+24.5% | $6,341+9.3% |
| Admin fee / account holder | $500 | $19,811-97.5% | $16,237-96.9% | $12,309-95.9% |