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 | $89,121 | $210,648-57.7% | $177,989-49.9% | $145,922-38.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.14% | 385.86%-377.7pp | 294.48%-286.3pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,247 | $4,565-72.7% | $3,949-68.4% | $4,660-73.2% |
| Participant deferral / active EE | $1,668 | $6,958-76.0% | $6,276-73.4% | $6,688-75.1% |
| Admin fee / account holder | $1,174 | $12,013-90.2% | $10,363-88.7% | $13,397-91.2% |