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 | $53,110 | $175,202-69.7% | $149,673-64.5% | $139,434-61.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.18% | 166.71%-155.5pp | 134.42%-123.2pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,803 | $5,474-67.1% | $4,818-62.6% | $4,751-62.1% |
| Participant deferral / active EE | $7,551 | $6,519+15.8% | $5,680+32.9% | $6,710+12.5% |
| Admin fee / account holder | $13,093 | $16,150-18.9% | $13,210-0.9% | $11,403+14.8% |