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 | $55,805 | $110,502-49.5% | $80,716-30.9% | $167,490-66.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 11.86% | 120.54%-108.7pp | 87.28%-75.4pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,827 | $1,543+18.4% | $1,160+57.5% | $4,837-62.2% |
| Participant deferral / active EE | $6,464 | $2,871+125.2% | $2,146+201.2% | $6,341+1.9% |
| Admin fee / account holder | $388 | $4,545-91.5% | $3,380-88.5% | $12,309-96.9% |