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 | $49,814 | $95,971-48.1% | $74,550-33.2% | $135,375-63.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 11.27% | 56.96%-45.7pp | 32.53%-21.3pp | 519.73%-508.5pp |
| Employer contribution / active EE | $3,120 | $2,716+14.9% | $1,961+59.1% | $4,779-34.7% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $31,999 | $6,522+390.6% | $5,060+532.4% | $10,827+195.5% |