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 | $49,386 | $168,632-70.7% | $147,614-66.5% | $125,391-60.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.33% | 77.65%-77.3pp | 61.98%-61.6pp | 282.22%-281.9pp |
| Employer contribution / active EE | $6,103 | $6,252-2.4% | $5,564+9.7% | $4,866+25.4% |
| Participant deferral / active EE | $4,078 | $5,507-25.9% | $4,895-16.7% | $5,352-23.8% |
| Admin fee / account holder | $419 | $13,580-96.9% | $11,611-96.4% | $9,540-95.6% |