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 5-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 | $53,078 | $201,272-73.6% | $184,203-71.2% | $145,922-63.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.77% | 29.00%-11.2pp | 28.81%-11.0pp | 561.29%-543.5pp |
| Employer contribution / active EE | $3,474 | $7,022-50.5% | $6,427-45.9% | $4,660-25.4% |
| Participant deferral / active EE | $7,850 | $9,806-19.9% | $9,131-14.0% | $6,688+17.4% |
| Admin fee / account holder | $604 | $16,364-96.3% | $13,901-95.7% | $13,397-95.5% |