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 | $50,142 | $157,256-68.1% | $141,162-64.5% | $152,861-67.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.54% | 64.32%-41.8pp | 71.39%-48.8pp | 345.32%-322.8pp |
| Employer contribution / active EE | $3,248 | $5,261-38.3% | $4,735-31.4% | $4,762-31.8% |
| Participant deferral / active EE | $10,225 | $7,109+43.8% | $6,709+52.4% | $5,850+74.8% |
| Admin fee / account holder | $806 | $12,120-93.3% | $10,261-92.1% | $11,596-93.0% |