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 | $52,034 | $91,190-42.9% | $178,490-70.8% | $79,858-34.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 36.63% | 24.19%+12.4pp | 151.07%-114.4pp | 31.71%+4.9pp |
| Employer contribution / active EE | $968 | $3,256-70.3% | $5,011-80.7% | $2,471-60.8% |
| Participant deferral / active EE | $1,586 | $3,236-51.0% | $5,202-69.5% | $3,740-57.6% |
| Admin fee / account holder | $4,976 | $6,751-26.3% | $13,984-64.4% | $5,306-6.2% |