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 | $57,788 | $175,202-67.0% | $149,673-61.4% | $139,434-58.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.10% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $5,324 | $5,474-2.7% | $4,818+10.5% | $4,751+12.1% |
| Participant deferral / active EE | $2,568 | $6,519-60.6% | $5,680-54.8% | $6,710-61.7% |
| Admin fee / account holder | $1,090 | $16,150-93.2% | $13,210-91.7% | $11,403-90.4% |