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 8-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 | $52,415 | $100,773-48.0% | $88,946-41.1% | $142,382-63.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.11% | 70.18%-59.1pp | 57.82%-46.7pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,597 | $2,918-11.0% | $2,555+1.6% | $4,299-39.6% |
| Participant deferral / active EE | $6,463 | $5,230+23.6% | $4,581+41.1% | $6,507-0.7% |
| Admin fee / account holder | $1,098 | $9,693-88.7% | $8,261-86.7% | $12,624-91.3% |