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 | $80,187 | $56,199+42.7% | $67,652+18.5% | $59,632+34.5% |
| Participation rate | 81.5% | 71.5%+10.0pp | 75.7%+5.8pp | 68.7%+12.8pp |
| Annual return | 2.84% | 18505.31%-18502.5pp | 6625.04%-6622.2pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $1,436 | $1,614-11.0% | $2,266-36.6% | $2,203-34.8% |
| Participant deferral / active EE | $2,101 | $2,844-26.1% | $3,560-41.0% | $3,192-34.2% |
| Admin fee / account holder | $1,754 | $3,958-55.7% | $4,821-63.6% | $4,297-59.2% |