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 | $52,793 | $177,572-70.3% | $154,803-65.9% | $142,382-62.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.14% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,891 | $4,810-60.7% | $4,305-56.1% | $4,299-56.0% |
| Participant deferral / active EE | $3,061 | $6,272-51.2% | $5,540-44.8% | $6,507-53.0% |
| Admin fee / account holder | $10,355 | $16,786-38.3% | $14,329-27.7% | $12,624-18.0% |