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 | $74,663 | $197,825-62.3% | $155,790-52.1% | $125,391-40.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 2.03% | 86.74%-84.7pp | 71.54%-69.5pp | 282.22%-280.2pp |
| Employer contribution / active EE | $1,156 | $4,847-76.1% | $3,836-69.9% | $4,866-76.2% |
| Participant deferral / active EE | $3,479 | $5,630-38.2% | $4,797-27.5% | $5,352-35.0% |
| Admin fee / account holder | $18,262 | $9,545+91.3% | $7,478+144.2% | $9,540+91.4% |