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 | $53,504 | $148,534-64.0% | $135,903-60.6% | $139,434-61.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.08% | 79.19%-62.1pp | 68.23%-51.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $3,856 | $5,243-26.4% | $4,856-20.6% | $4,751-18.8% |
| Participant deferral / active EE | $10,993 | $8,100+35.7% | $7,758+41.7% | $6,710+63.8% |
| Admin fee / account holder | $457 | $12,400-96.3% | $10,762-95.8% | $11,403-96.0% |