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 | $59,490 | $112,881-47.3% | $90,951-34.6% | $158,922-62.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.61% | 215.79%-200.2pp | 134.60%-119.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,037 | $2,893-29.6% | $2,122-4.0% | $4,761-57.2% |
| Participant deferral / active EE | $5,325 | $4,128+29.0% | $3,373+57.9% | $5,982-11.0% |
| Admin fee / account holder | $1,470 | $8,041-81.7% | $5,959-75.3% | $11,246-86.9% |