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 | $49,905 | $104,907-52.4% | $84,611-41.0% | $152,861-67.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 19.61% | 373.79%-354.2pp | 258.74%-239.1pp | 345.32%-325.7pp |
| Employer contribution / active EE | $3,142 | $3,302-4.8% | $2,652+18.5% | $4,762-34.0% |
| Participant deferral / active EE | $11,740 | $4,688+150.4% | $3,899+201.1% | $5,850+100.7% |
| Admin fee / account holder | $4,365 | $6,241-30.1% | $4,912-11.1% | $11,596-62.4% |