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 | $52,701 | $107,334-50.9% | $92,893-43.3% | $152,861-65.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.60% | 145.58%-133.0pp | 109.41%-96.8pp | 345.32%-332.7pp |
| Employer contribution / active EE | $1,240 | $4,221-70.6% | $3,653-66.0% | $4,762-74.0% |
| Participant deferral / active EE | $4,862 | $4,845+0.3% | $4,236+14.8% | $5,850-16.9% |
| Admin fee / account holder | $403 | $7,079-94.3% | $5,794-93.0% | $11,596-96.5% |