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 | $55,115 | $127,777-56.9% | $106,548-48.3% | $167,490-67.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 17.50% | 33.87%-16.4pp | 26.80%-9.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $1,143 | $3,427-66.7% | $2,819-59.5% | $4,837-76.4% |
| Participant deferral / active EE | $2,571 | $5,087-49.5% | $4,398-41.5% | $6,341-59.5% |
| Admin fee / account holder | $1,217 | $11,228-89.2% | $7,407-83.6% | $12,309-90.1% |