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 | $50,759 | $102,317-50.4% | $146,958-65.5% | $80,856-37.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 23.25% | 134.76%-111.5pp | 418.34%-395.1pp | 35.59%-12.3pp |
| Employer contribution / active EE | $2,257 | $3,713-39.2% | $4,933-54.2% | $2,755-18.1% |
| Participant deferral / active EE | $6,113 | $6,644-8.0% | $8,070-24.3% | $4,296+42.3% |
| Admin fee / account holder | $352 | $7,941-95.6% | $12,998-97.3% | $6,918-94.9% |