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 | $50,838 | $137,414-63.0% | $189,513-73.2% | $85,850-40.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.61% | 38.14%-23.5pp | 555.15%-540.5pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,030 | $4,344-53.3% | $6,162-67.1% | $2,565-20.9% |
| Participant deferral / active EE | $4,619 | $6,260-26.2% | $8,221-43.8% | $3,952+16.9% |
| Admin fee / account holder | $1,488 | $8,630-82.8% | $12,045-87.7% | $6,260-76.2% |