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 | $59,834 | $202,432-70.4% | $169,368-64.7% | $139,434-57.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.27% | 531.74%-515.5pp | 405.60%-389.3pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,895 | $4,692-38.3% | $4,013-27.9% | $4,751-39.1% |
| Participant deferral / active EE | $3,973 | $6,938-42.7% | $6,221-36.1% | $6,710-40.8% |
| Admin fee / account holder | $6,433 | $10,708-39.9% | $9,003-28.6% | $11,403-43.6% |