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 | $92,813 | $114,047-18.6% | $96,139-3.5% | $167,490-44.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.58% | 189.88%-178.3pp | 191.94%-180.4pp | 478.56%-467.0pp |
| Employer contribution / active EE | $738 | $3,427-78.5% | $2,797-73.6% | $4,837-84.8% |
| Participant deferral / active EE | $1,796 | $5,194-65.4% | $4,349-58.7% | $6,341-71.7% |
| Admin fee / account holder | $738 | $6,897-89.3% | $5,537-86.7% | $12,309-94.0% |