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 | $53,055 | $99,020-46.4% | $86,590-38.7% | $147,584-64.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.79% | 1312.34%-1289.5pp | 964.84%-942.0pp | 578.55%-555.8pp |
| Employer contribution / active EE | $2,208 | $3,132-29.5% | $2,839-22.2% | $4,876-54.7% |
| Participant deferral / active EE | $2,998 | $3,972-24.5% | $3,609-16.9% | $5,439-44.9% |
| Admin fee / account holder | $3,401 | $5,710-40.4% | $4,906-30.7% | $10,885-68.8% |