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 | $79,656 | $121,625-34.5% | $104,607-23.9% | $158,922-49.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 15.44% | 465.26%-449.8pp | 340.46%-325.0pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,475 | $3,163-21.7% | $2,681-7.7% | $4,761-48.0% |
| Participant deferral / active EE | $5,999 | $4,177+43.6% | $3,740+60.4% | $5,982+0.3% |
| Admin fee / account holder | $5,483 | $7,787-29.6% | $6,473-15.3% | $11,246-51.2% |