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 | $86,088 | $176,056-51.1% | $159,436-46.0% | $167,490-48.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.83% | 331.75%-316.9pp | 263.57%-248.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $4,759 | $5,297-10.2% | $4,829-1.5% | $4,837-1.6% |
| Participant deferral / active EE | $5,419 | $7,750-30.1% | $7,352-26.3% | $6,341-14.5% |
| Admin fee / account holder | $468 | $12,554-96.3% | $10,799-95.7% | $12,309-96.2% |