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 | $77,461 | $115,882-33.2% | $100,516-22.9% | $158,922-51.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.18% | 34.79%-21.6pp | 30.89%-17.7pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,600 | $4,103-36.6% | $3,418-23.9% | $4,761-45.4% |
| Participant deferral / active EE | $2,837 | $6,674-57.5% | $6,270-54.8% | $5,982-52.6% |
| Admin fee / account holder | $833 | $10,995-92.4% | $8,081-89.7% | $11,246-92.6% |