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 | $51,584 | $115,882-55.5% | $100,516-48.7% | $158,922-67.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.17% | 34.79%-23.6pp | 30.89%-19.7pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,882 | $4,103-54.1% | $3,418-44.9% | $4,761-60.5% |
| Participant deferral / active EE | $2,558 | $6,674-61.7% | $6,270-59.2% | $5,982-57.2% |
| Admin fee / account holder | $34,010 | $10,995+209.3% | $8,081+320.9% | $11,246+202.4% |