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 | $50,560 | $198,466-74.5% | $170,442-70.3% | $147,584-65.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.87% | 257.29%-245.4pp | 205.93%-194.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $2,219 | $6,184-64.1% | $5,433-59.2% | $4,876-54.5% |
| Participant deferral / active EE | $6,150 | $5,629+9.2% | $4,939+24.5% | $5,439+13.1% |
| Admin fee / account holder | $2,070 | $16,852-87.7% | $13,880-85.1% | $10,885-81.0% |