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 | $51,520 | $76,312-32.5% | $67,221-23.4% | $158,922-67.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.98% | 22.77%-3.8pp | 20.72%-1.7pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,460 | $4,476-45.0% | $3,723-33.9% | $4,761-48.3% |
| Participant deferral / active EE | $4,759 | $5,264-9.6% | $4,384+8.6% | $5,982-20.4% |
| Admin fee / account holder | $7,500 | $8,005-6.3% | $5,844+28.3% | $11,246-33.3% |