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 | $51,647 | $78,422-34.1% | $95,952-46.2% | $79,858-35.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.66% | 19.37%-6.7pp | 91.61%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,944 | $1,9450% | $2,541-23.5% | $2,471-21.3% |
| Participant deferral / active EE | $3,246 | $3,440-5.6% | $4,167-22.1% | $3,740-13.2% |
| Admin fee / account holder | $20,191 | $5,622+259.1% | $6,795+197.1% | $5,306+280.5% |