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 | $50,207 | $127,386-60.6% | $115,037-56.4% | $125,391-60.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.80% | 31.28%-33.1pp | 26.14%-27.9pp | 282.22%-284.0pp |
| Employer contribution / active EE | $7,226 | $5,166+39.9% | $4,608+56.8% | $4,866+48.5% |
| Participant deferral / active EE | $10,449 | $6,423+62.7% | $6,026+73.4% | $5,352+95.2% |
| Admin fee / account holder | $925 | $9,516-90.3% | $8,175-88.7% | $9,540-90.3% |