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 | $81,551 | $155,788-47.7% | $124,672-34.6% | $167,490-51.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.04% | 17.97%-3.9pp | 5142.93%-5128.9pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,902 | $4,163-54.3% | $3,324-42.8% | $4,837-60.7% |
| Participant deferral / active EE | $9,807 | $5,673+72.9% | $4,614+112.5% | $6,341+54.7% |
| Admin fee / account holder | $449 | $9,531-95.3% | $7,493-94.0% | $12,309-96.4% |