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 | $50,568 | $217,402-76.7% | $185,823-72.8% | $167,490-69.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.42% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,729 | $5,873-70.6% | $5,167-66.5% | $4,837-64.3% |
| Participant deferral / active EE | $3,483 | $6,356-45.2% | $5,568-37.4% | $6,341-45.1% |
| Admin fee / account holder | $8,005 | $19,811-59.6% | $16,237-50.7% | $12,309-35.0% |