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 | $51,560 | $117,983-56.3% | $101,794-49.3% | $142,382-63.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.74% | 36.92%-26.2pp | 30.53%-19.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,490 | $2,773-10.2% | $2,289+8.8% | $4,299-42.1% |
| Participant deferral / active EE | $3,072 | $4,714-34.8% | $4,084-24.8% | $6,507-52.8% |
| Admin fee / account holder | $564 | $10,433-94.6% | $8,777-93.6% | $12,624-95.5% |