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 | $53,116 | $109,327-51.4% | $89,391-40.6% | $158,922-66.6% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 9.82% | 345.68%-335.9pp | 245.62%-235.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $6,588 | $3,170+107.8% | $2,586+154.8% | $4,761+38.4% |
| Participant deferral / active EE | $7,646 | $4,598+66.3% | $3,890+96.6% | $5,982+27.8% |
| Admin fee / account holder | $44,365 | $6,153+621.0% | $4,881+808.9% | $11,246+294.5% |