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 7-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 | $52,741 | $112,881-53.3% | $90,951-42.0% | $158,922-66.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.25% | 215.79%-204.5pp | 134.60%-123.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $5,985 | $2,893+106.9% | $2,122+182.0% | $4,761+25.7% |
| Participant deferral / active EE | $6,013 | $4,128+45.7% | $3,373+78.3% | $5,982+0.5% |
| Admin fee / account holder | $302 | $8,041-96.2% | $5,959-94.9% | $11,246-97.3% |