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 | $48,285 | $135,952-64.5% | $123,892-61.0% | $273,961-82.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.02% | 56.63%-51.6pp | 47.52%-42.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,481 | $5,170-52.0% | $4,617-46.3% | $4,869-49.0% |
| Participant deferral / active EE | $14,930 | $6,343+135.4% | $5,984+149.5% | $5,287+182.4% |
| Admin fee / account holder | $1,017 | $9,817-89.6% | $8,357-87.8% | $10,132-90.0% |