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 | $85,465 | $176,812-51.7% | $146,665-41.7% | $167,490-49.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 25.89% | 24.03%+1.9pp | 22.74%+3.1pp | 478.56%-452.7pp |
| Employer contribution / active EE | $13,050 | $5,160+152.9% | $4,136+215.5% | $4,837+169.8% |
| Participant deferral / active EE | $5,025 | $6,440-22.0% | $5,506-8.7% | $6,341-20.8% |
| Admin fee / account holder | $430 | $13,259-96.8% | $10,280-95.8% | $12,309-96.5% |