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 | $52,610 | $109,817-52.1% | $98,442-46.6% | $167,490-68.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.63% | 1956.69%-1942.1pp | 1492.73%-1478.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,383 | $3,224-57.1% | $2,960-53.3% | $4,837-71.4% |
| Participant deferral / active EE | $6,482 | $4,673+38.7% | $4,276+51.6% | $6,341+2.2% |
| Admin fee / account holder | $382 | $6,753-94.3% | $5,949-93.6% | $12,309-96.9% |