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 | $49,126 | $98,240-50.0% | $82,313-40.3% | $147,584-66.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.48% | 30.85%-15.4pp | 25.88%-10.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,334 | $3,192-58.2% | $2,428-45.1% | $4,876-72.6% |
| Participant deferral / active EE | $1,645 | $4,383-62.5% | $3,706-55.6% | $5,439-69.8% |
| Admin fee / account holder | $1,519 | $8,563-82.3% | $5,608-72.9% | $10,885-86.0% |