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 | $55,693 | $110,502-49.6% | $80,716-31.0% | $167,490-66.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 16.61% | 120.54%-103.9pp | 87.28%-70.7pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,185 | $1,543+41.6% | $1,160+88.3% | $4,837-54.8% |
| Participant deferral / active EE | $3,502 | $2,871+22.0% | $2,146+63.2% | $6,341-44.8% |
| Admin fee / account holder | $1,121 | $4,545-75.3% | $3,380-66.8% | $12,309-90.9% |