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 | $52,609 | $121,625-56.7% | $104,607-49.7% | $158,922-66.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.23% | 465.26%-451.0pp | 340.46%-326.2pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,924 | $3,163-39.2% | $2,681-28.2% | $4,761-59.6% |
| Participant deferral / active EE | $3,600 | $4,177-13.8% | $3,740-3.7% | $5,982-39.8% |
| Admin fee / account holder | $768 | $7,787-90.1% | $6,473-88.1% | $11,246-93.2% |