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 | $56,995 | $69,207-17.6% | $64,056-11.0% | $139,434-59.1% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 15.10% | 45.88%-30.8pp | 33.69%-18.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,135 | $3,182-64.3% | $2,747-58.7% | $4,751-76.1% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $2,407 | $4,244-43.3% | $3,068-21.5% | $11,403-78.9% |