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 | $56,301 | $81,208-30.7% | $98,907-43.1% | $79,858-29.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 20.10% | 60.99%-40.9pp | 196.43%-176.3pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,915 | $1,960-2.3% | $2,689-28.8% | $2,471-22.5% |
| Participant deferral / active EE | $2,016 | $3,265-38.2% | $4,244-52.5% | $3,740-46.1% |
| Admin fee / account holder | $1,550 | $6,013-74.2% | $6,642-76.7% | $5,306-70.8% |