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 | $53,053 | $176,056-69.9% | $159,436-66.7% | $167,490-68.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.61% | 331.75%-320.1pp | 263.57%-252.0pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,007 | $5,297-81.0% | $4,829-79.1% | $4,837-79.2% |
| Participant deferral / active EE | $8,454 | $7,750+9.1% | $7,352+15.0% | $6,341+33.3% |
| Admin fee / account holder | $5,521 | $12,554-56.0% | $10,799-48.9% | $12,309-55.1% |