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 | $50,394 | $165,335-69.5% | $149,696-66.3% | $158,922-68.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.17% | 348.15%-321.0pp | 276.60%-249.4pp | 302.83%-275.7pp |
| Employer contribution / active EE | $3,801 | $5,103-25.5% | $4,644-18.2% | $4,761-20.2% |
| Participant deferral / active EE | $8,668 | $7,181+20.7% | $6,842+26.7% | $5,982+44.9% |
| Admin fee / account holder | $960 | $10,807-91.1% | $9,309-89.7% | $11,246-91.5% |