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 | $52,142 | $172,008-69.7% | $133,334-60.9% | $152,861-65.9% |
| Participation rate | 80.0% | 82.9%-2.9pp | 69.7%+10.3pp | 82.4%-2.4pp |
| Annual return | 16.60% | 26.82%-10.2pp | 26.29%-9.7pp | 345.32%-328.7pp |
| Employer contribution / active EE | $7,735 | $3,954+95.6% | $3,152+145.4% | $4,762+62.4% |
| Participant deferral / active EE | $0 | $7,271-100.0% | $5,773-100.0% | $5,850-100.0% |
| Admin fee / account holder | $543 | $4,416-87.7% | $3,620-85.0% | $11,596-95.3% |