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 | $91,035 | $144,119-36.8% | $117,854-22.8% | $147,584-38.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.66% | 531.15%-513.5pp | 335.08%-317.4pp | 578.55%-560.9pp |
| Employer contribution / active EE | $985 | $4,896-79.9% | $3,786-74.0% | $4,876-79.8% |
| Participant deferral / active EE | $4,333 | $5,316-18.5% | $4,482-3.3% | $5,439-20.3% |
| Admin fee / account holder | $5,642 | $10,886-48.2% | $8,020-29.7% | $10,885-48.2% |