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 | $87,261 | $144,119-39.5% | $117,854-26.0% | $147,584-40.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.31% | 531.15%-511.8pp | 335.08%-315.8pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,019 | $4,896-58.8% | $3,786-46.7% | $4,876-58.6% |
| Participant deferral / active EE | $2,337 | $5,316-56.0% | $4,482-47.9% | $5,439-57.0% |
| Admin fee / account holder | $570 | $10,886-94.8% | $8,020-92.9% | $10,885-94.8% |