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 | $66,261 | $198,466-66.6% | $170,442-61.1% | $147,584-55.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.98% | 257.29%-231.3pp | 205.93%-180.0pp | 578.55%-552.6pp |
| Employer contribution / active EE | $3,979 | $6,184-35.7% | $5,433-26.8% | $4,876-18.4% |
| Participant deferral / active EE | $7,417 | $5,629+31.8% | $4,939+50.2% | $5,439+36.4% |
| Admin fee / account holder | $1,021 | $16,852-93.9% | $13,880-92.6% | $10,885-90.6% |