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 | $84,052 | $99,020-15.1% | $86,590-2.9% | $147,584-43.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.34% | 1312.34%-1298.0pp | 964.84%-950.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,386 | $3,132-55.7% | $2,839-51.2% | $4,876-71.6% |
| Participant deferral / active EE | $3,344 | $3,972-15.8% | $3,609-7.3% | $5,439-38.5% |
| Admin fee / account holder | $2,385 | $5,710-58.2% | $4,906-51.4% | $10,885-78.1% |