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 | $79,057 | $109,982-28.1% | $97,226-18.7% | $145,922-45.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.61% | 242.90%-231.3pp | 75.13%-63.5pp | 561.29%-549.7pp |
| Employer contribution / active EE | $9,376 | $3,084+204.1% | $2,729+243.6% | $4,660+101.2% |
| Participant deferral / active EE | $4,059 | $4,676-13.2% | $4,264-4.8% | $6,688-39.3% |
| Admin fee / account holder | $159,871 | $6,221+2470.1% | $5,654+2727.8% | $13,397+1093.3% |