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 | $53,972 | $124,281-56.6% | $109,143-50.5% | $167,490-67.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.82% | 26.04%-7.2pp | 25.75%-6.9pp | 478.56%-459.7pp |
| Employer contribution / active EE | $4,342 | $4,207+3.2% | $3,722+16.7% | $4,837-10.2% |
| Participant deferral / active EE | $5,325 | $5,255+1.3% | $4,653+14.4% | $6,341-16.0% |
| Admin fee / account holder | $52,242 | $7,970+555.5% | $6,752+673.7% | $12,309+324.4% |