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 | $52,094 | $179,726-71.0% | $156,263-66.7% | $142,382-63.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.72% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,238 | $5,069-36.1% | $4,333-25.3% | $4,299-24.7% |
| Participant deferral / active EE | $11,287 | $6,956+62.3% | $6,158+83.3% | $6,507+73.4% |
| Admin fee / account holder | $349 | $17,272-98.0% | $14,255-97.5% | $12,624-97.2% |