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 | $52,364 | $107,334-51.2% | $92,893-43.6% | $152,861-65.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.98% | 145.58%-130.6pp | 109.41%-94.4pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,905 | $4,221-54.9% | $3,653-47.9% | $4,762-60.0% |
| Participant deferral / active EE | $6,236 | $4,845+28.7% | $4,236+47.2% | $5,850+6.6% |
| Admin fee / account holder | $16,012 | $7,079+126.2% | $5,794+176.4% | $11,596+38.1% |