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 | $50,938 | $142,405-64.2% | $115,157-55.8% | $152,861-66.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 8.22% | 41.48%-33.3pp | 35.60%-27.4pp | 345.32%-337.1pp |
| Employer contribution / active EE | $1,698 | $4,010-57.7% | $3,179-46.6% | $4,762-64.4% |
| Participant deferral / active EE | $5,054 | $5,164-2.1% | $4,168+21.2% | $5,850-13.6% |
| Admin fee / account holder | $69,840 | $8,462+725.3% | $7,088+885.3% | $11,596+502.3% |