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 | $51,266 | $157,256-67.4% | $141,162-63.7% | $152,861-66.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.34% | 64.32%-34.0pp | 71.39%-41.0pp | 345.32%-315.0pp |
| Employer contribution / active EE | $1,791 | $5,261-66.0% | $4,735-62.2% | $4,762-62.4% |
| Participant deferral / active EE | $6,250 | $7,109-12.1% | $6,709-6.8% | $5,850+6.8% |
| Admin fee / account holder | $30,041 | $12,120+147.9% | $10,261+192.8% | $11,596+159.1% |