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 | $51,863 | $64,307-19.4% | $57,343-9.6% | $125,391-58.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.04% | 25.12%-23.1pp | 24.39%-22.4pp | 282.22%-280.2pp |
| Employer contribution / active EE | $1,002 | $3,193-68.6% | $2,689-62.7% | $4,866-79.4% |
| Participant deferral / active EE | $2,813 | $3,848-26.9% | $3,162-11.0% | $5,352-47.4% |
| Admin fee / account holder | $493 | $5,242-90.6% | $3,356-85.3% | $9,540-94.8% |