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 5-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 | $49,337 | $74,888-34.1% | $71,209-30.7% | $142,382-65.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.49% | 345.14%-328.6pp | 282.51%-266.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,703 | $2,854-5.3% | $2,721-0.7% | $4,299-37.1% |
| Participant deferral / active EE | $9,249 | $4,454+107.6% | $4,175+121.5% | $6,507+42.1% |
| Admin fee / account holder | $3,213 | $5,568-42.3% | $5,349-39.9% | $12,624-74.5% |