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 5-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 | $51,364 | $97,744-47.5% | $103,476-50.4% | $145,922-64.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.80% | 25.41%-9.6pp | 23.90%-8.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,248 | $4,677-30.6% | $4,672-30.5% | $4,660-30.3% |
| Participant deferral / active EE | $9,916 | $6,603+50.2% | $6,623+49.7% | $6,688+48.3% |
| Admin fee / account holder | $607 | $12,515-95.1% | $9,413-93.5% | $13,397-95.5% |