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 | $78,133 | $90,600-13.8% | $79,464-1.7% | $135,375-42.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 11.59% | 977.43%-965.8pp | 718.14%-706.6pp | 519.73%-508.1pp |
| Employer contribution / active EE | $4,127 | $3,068+34.5% | $2,800+47.4% | $4,779-13.6% |
| Participant deferral / active EE | $1,376 | $4,050-66.0% | $3,704-62.9% | $5,609-75.5% |
| Admin fee / account holder | $1,134 | $5,907-80.8% | $5,113-77.8% | $10,827-89.5% |