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 | $53,221 | $108,172-50.8% | $77,482-31.3% | $158,922-66.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 12.28% | 31.67%-19.4pp | 54.79%-42.5pp | 302.83%-290.5pp |
| Employer contribution / active EE | $680 | $1,325-48.7% | $986-31.1% | $4,761-85.7% |
| Participant deferral / active EE | $14,200 | $2,456+478.1% | $1,861+663.0% | $5,982+137.4% |
| Admin fee / account holder | $30,977 | $3,708+735.5% | $2,858+984.0% | $11,246+175.5% |