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 | $80,788 | $209,832-61.5% | $189,513-57.4% | $167,490-51.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.74% | 748.27%-735.5pp | 555.15%-542.4pp | 478.56%-465.8pp |
| Employer contribution / active EE | $2,047 | $6,914-70.4% | $6,162-66.8% | $4,837-57.7% |
| Participant deferral / active EE | $3,653 | $8,935-59.1% | $8,221-55.6% | $6,341-42.4% |
| Admin fee / account holder | $4,548 | $14,293-68.2% | $12,045-62.2% | $12,309-63.0% |