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 | $50,114 | $100,773-50.3% | $88,946-43.7% | $142,382-64.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.00% | 70.18%-56.2pp | 57.82%-43.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $933 | $2,918-68.0% | $2,555-63.5% | $4,299-78.3% |
| Participant deferral / active EE | $1,700 | $5,230-67.5% | $4,581-62.9% | $6,507-73.9% |
| Admin fee / account holder | $3,373 | $9,693-65.2% | $8,261-59.2% | $12,624-73.3% |