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 | $50,035 | $73,515-31.9% | $62,995-20.6% | $147,584-66.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.46% | 175.43%-166.0pp | 87.57%-78.1pp | 578.55%-569.1pp |
| Employer contribution / active EE | $340 | $3,320-89.8% | $2,759-87.7% | $4,876-93.0% |
| Participant deferral / active EE | $2,034 | $4,185-51.4% | $3,329-38.9% | $5,439-62.6% |
| Admin fee / account holder | $692 | $5,953-88.4% | $3,600-80.8% | $10,885-93.6% |