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 | $53,014 | $152,587-65.3% | $125,175-57.6% | $152,861-65.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.92% | 54.84%-32.9pp | 43.79%-21.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,153 | $4,946-56.5% | $3,865-44.3% | $4,762-54.8% |
| Participant deferral / active EE | $2,036 | $5,868-65.3% | $4,937-58.8% | $5,850-65.2% |
| Admin fee / account holder | $843 | $13,434-93.7% | $9,702-91.3% | $11,596-92.7% |