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 | $51,704 | $177,572-70.9% | $154,803-66.6% | $142,382-63.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.40% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,750 | $4,810-63.6% | $4,305-59.4% | $4,299-59.3% |
| Participant deferral / active EE | $2,155 | $6,272-65.6% | $5,540-61.1% | $6,507-66.9% |
| Admin fee / account holder | $23,606 | $16,786+40.6% | $14,329+64.7% | $12,624+87.0% |