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 | $53,881 | $117,841-54.3% | $102,423-47.4% | $145,922-63.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.93% | 31.65%-21.7pp | 29.32%-19.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,238 | $3,615-10.4% | $3,023+7.1% | $4,660-30.5% |
| Participant deferral / active EE | $8,022 | $5,731+40.0% | $5,053+58.8% | $6,688+20.0% |
| Admin fee / account holder | $44,905 | $13,326+237.0% | $9,451+375.1% | $13,397+235.2% |