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 | $57,377 | $209,411-72.6% | $178,490-67.9% | $158,922-63.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.28% | 188.75%-181.5pp | 151.07%-143.8pp | 302.83%-295.5pp |
| Employer contribution / active EE | $2,025 | $5,706-64.5% | $5,011-59.6% | $4,761-57.5% |
| Participant deferral / active EE | $4,719 | $5,954-20.8% | $5,202-9.3% | $5,982-21.1% |
| Admin fee / account holder | $9,963 | $17,074-41.7% | $13,984-28.8% | $11,246-11.4% |