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 | $63,133 | $209,411-69.9% | $178,490-64.6% | $158,922-60.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 42.48% | 188.75%-146.3pp | 151.07%-108.6pp | 302.83%-260.3pp |
| Employer contribution / active EE | $2,225 | $5,706-61.0% | $5,011-55.6% | $4,761-53.3% |
| Participant deferral / active EE | $5,029 | $5,954-15.5% | $5,202-3.3% | $5,982-15.9% |
| Admin fee / account holder | $5,367 | $17,074-68.6% | $13,984-61.6% | $11,246-52.3% |