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 | $81,116 | $97,757-17.0% | $83,848-3.3% | $135,375-40.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 1.00% | 1287.37%-1286.4pp | 850.88%-849.9pp | 519.73%-518.7pp |
| Employer contribution / active EE | $1,000 | $4,222-76.3% | $3,631-72.5% | $4,779-79.1% |
| Participant deferral / active EE | $5,000 | $4,682+6.8% | $4,082+22.5% | $5,609-10.9% |
| Admin fee / account holder | $2,600 | $6,674-61.0% | $5,478-52.5% | $10,827-76.0% |