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 | $64,677 | $99,020-34.7% | $86,590-25.3% | $147,584-56.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.43% | 1312.34%-1293.9pp | 964.84%-946.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $3,441 | $3,132+9.9% | $2,839+21.2% | $4,876-29.4% |
| Participant deferral / active EE | $6,971 | $3,972+75.5% | $3,609+93.2% | $5,439+28.2% |
| Admin fee / account holder | $377 | $5,710-93.4% | $4,906-92.3% | $10,885-96.5% |