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 | $50,540 | $165,335-69.4% | $149,696-66.2% | $158,922-68.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.02% | 348.15%-336.1pp | 276.60%-264.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,972 | $5,103-41.8% | $4,644-36.0% | $4,761-37.6% |
| Participant deferral / active EE | $4,623 | $7,181-35.6% | $6,842-32.4% | $5,982-22.7% |
| Admin fee / account holder | $13,445 | $10,807+24.4% | $9,309+44.4% | $11,246+19.6% |