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 | $63,701 | $180,449-64.7% | $154,107-58.7% | $135,375-52.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 4.11% | 888.09%-884.0pp | 735.12%-731.0pp | 519.73%-515.6pp |
| Employer contribution / active EE | $3,615 | $6,035-40.1% | $5,298-31.8% | $4,779-24.4% |
| Participant deferral / active EE | $4,215 | $5,806-27.4% | $5,081-17.0% | $5,609-24.8% |
| Admin fee / account holder | $457 | $16,143-97.2% | $13,411-96.6% | $10,827-95.8% |