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 | $54,565 | $228,332-76.1% | $185,823-70.6% | $158,922-65.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.49% | 40.80%-27.3pp | 35.95%-22.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,392 | $4,967-51.8% | $4,087-41.5% | $4,761-49.8% |
| Participant deferral / active EE | $1,728 | $6,415-73.1% | $5,632-69.3% | $5,982-71.1% |
| Admin fee / account holder | $1,192 | $11,864-90.0% | $9,500-87.5% | $11,246-89.4% |