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 | $51,332 | $165,335-69.0% | $149,696-65.7% | $158,922-67.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.47% | 348.15%-335.7pp | 276.60%-264.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,672 | $5,103-47.6% | $4,644-42.5% | $4,761-43.9% |
| Participant deferral / active EE | $3,439 | $7,181-52.1% | $6,842-49.7% | $5,982-42.5% |
| Admin fee / account holder | $10,708 | $10,807-0.9% | $9,309+15.0% | $11,246-4.8% |