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 | $56,007 | $98,240-43.0% | $82,313-32.0% | $147,584-62.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.87% | 30.85%-21.0pp | 25.88%-16.0pp | 578.55%-568.7pp |
| Employer contribution / active EE | $2,350 | $3,192-26.4% | $2,428-3.2% | $4,876-51.8% |
| Participant deferral / active EE | $5,159 | $4,383+17.7% | $3,706+39.2% | $5,439-5.2% |
| Admin fee / account holder | $738 | $8,563-91.4% | $5,608-86.8% | $10,885-93.2% |