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 | $51,641 | $117,381-56.0% | $99,443-48.1% | $152,861-66.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 21.04% | 31.87%-10.8pp | 30.72%-9.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,443 | $3,013-18.9% | $2,540-3.8% | $4,762-48.7% |
| Participant deferral / active EE | $2,214 | $4,086-45.8% | $3,619-38.8% | $5,850-62.1% |
| Admin fee / account holder | $16,498 | $7,631+116.2% | $6,250+164.0% | $11,596+42.3% |