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 | $51,888 | $126,574-59.0% | $106,213-51.1% | $145,922-64.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.57% | 224.79%-215.2pp | 116.14%-106.6pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,277 | $3,730-39.0% | $3,171-28.2% | $4,660-51.1% |
| Participant deferral / active EE | $5,720 | $5,724-0.1% | $5,016+14.0% | $6,688-14.5% |
| Admin fee / account holder | $34,928 | $17,304+101.9% | $11,033+216.6% | $13,397+160.7% |