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 | $53,079 | $91,037-41.7% | $71,671-25.9% | $147,584-64.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 22.53% | 20.48%+2.0pp | 20.65%+1.9pp | 578.55%-556.0pp |
| Employer contribution / active EE | $1,879 | $3,327-43.5% | $2,460-23.6% | $4,876-61.5% |
| Participant deferral / active EE | $4,970 | $4,498+10.5% | $3,438+44.6% | $5,439-8.6% |
| Admin fee / account holder | $313 | $8,613-96.4% | $5,558-94.4% | $10,885-97.1% |