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 | $52,592 | $102,966-48.9% | $90,281-41.7% | $152,861-65.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.49% | 95.16%-66.7pp | 78.10%-49.6pp | 345.32%-316.8pp |
| Employer contribution / active EE | $1,821 | $3,139-42.0% | $2,854-36.2% | $4,762-61.8% |
| Participant deferral / active EE | $4,427 | $4,281+3.4% | $3,885+14.0% | $5,850-24.3% |
| Admin fee / account holder | $1,149 | $6,171-81.4% | $5,351-78.5% | $11,596-90.1% |