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 | $52,244 | $111,301-53.1% | $112,977-53.8% | $158,922-67.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 24.06% | 26.40%-2.3pp | 24.24%-0.2pp | 302.83%-278.8pp |
| Employer contribution / active EE | $2,933 | $4,471-34.4% | $4,255-31.1% | $4,761-38.4% |
| Participant deferral / active EE | $5,869 | $5,880-0.2% | $5,836+0.6% | $5,982-1.9% |
| Admin fee / account holder | $2,173 | $8,392-74.1% | $6,294-65.5% | $11,246-80.7% |