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 | $58,066 | $210,648-72.4% | $177,989-67.4% | $145,922-60.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.96% | 385.86%-374.9pp | 294.48%-283.5pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,513 | $4,565-66.8% | $3,949-61.7% | $4,660-67.5% |
| Participant deferral / active EE | $8,888 | $6,958+27.7% | $6,276+41.6% | $6,688+32.9% |
| Admin fee / account holder | $1,006 | $12,013-91.6% | $10,363-90.3% | $13,397-92.5% |