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 | $79,300 | $121,625-34.8% | $104,607-24.2% | $158,922-50.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 6.52% | 465.26%-458.7pp | 340.46%-333.9pp | 302.83%-296.3pp |
| Employer contribution / active EE | $4,844 | $3,163+53.1% | $2,681+80.7% | $4,761+1.7% |
| Participant deferral / active EE | $3,644 | $4,177-12.8% | $3,740-2.6% | $5,982-39.1% |
| Admin fee / account holder | $704 | $7,787-91.0% | $6,473-89.1% | $11,246-93.7% |