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 | $61,052 | $99,918-38.9% | $81,382-25.0% | $145,922-58.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.81% | 34.32%-24.5pp | 24.73%-14.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $5,844 | $2,978+96.3% | $2,463+137.3% | $4,660+25.4% |
| Participant deferral / active EE | $3,395 | $4,605-26.3% | $3,883-12.6% | $6,688-49.2% |
| Admin fee / account holder | $2,896 | $8,212-64.7% | $5,768-49.8% | $13,397-78.4% |