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 | $54,248 | $157,256-65.5% | $141,162-61.6% | $152,861-64.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.12% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,607 | $5,261-50.5% | $4,735-45.0% | $4,762-45.3% |
| Participant deferral / active EE | $5,319 | $7,109-25.2% | $6,709-20.7% | $5,850-9.1% |
| Admin fee / account holder | $23,720 | $12,120+95.7% | $10,261+131.2% | $11,596+104.5% |