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 | $49,544 | $209,411-76.3% | $178,490-72.2% | $158,922-68.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.69% | 188.75%-177.1pp | 151.07%-139.4pp | 302.83%-291.1pp |
| Employer contribution / active EE | $4,046 | $5,706-29.1% | $5,011-19.2% | $4,761-15.0% |
| Participant deferral / active EE | $3,269 | $5,954-45.1% | $5,202-37.2% | $5,982-45.4% |
| Admin fee / account holder | $583 | $17,074-96.6% | $13,984-95.8% | $11,246-94.8% |