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 | $53,202 | $112,881-52.9% | $90,951-41.5% | $158,922-66.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.83% | 215.79%-203.0pp | 134.60%-121.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,107 | $2,893-27.2% | $2,122-0.7% | $4,761-55.7% |
| Participant deferral / active EE | $2,062 | $4,128-50.0% | $3,373-38.9% | $5,982-65.5% |
| Admin fee / account holder | $794 | $8,041-90.1% | $5,959-86.7% | $11,246-92.9% |