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 | $58,619 | $121,625-51.8% | $104,607-44.0% | $158,922-63.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 5.85% | 465.26%-459.4pp | 340.46%-334.6pp | 302.83%-297.0pp |
| Employer contribution / active EE | $1,511 | $3,163-52.2% | $2,681-43.6% | $4,761-68.3% |
| Participant deferral / active EE | $3,738 | $4,177-10.5% | $3,7400% | $5,982-37.5% |
| Admin fee / account holder | $11,754 | $7,787+50.9% | $6,473+81.6% | $11,246+4.5% |