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 | $59,492 | $102,966-42.2% | $90,281-34.1% | $152,861-61.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 11.01% | 95.16%-84.2pp | 78.10%-67.1pp | 345.32%-334.3pp |
| Employer contribution / active EE | $5,287 | $3,139+68.4% | $2,854+85.2% | $4,762+11.0% |
| Participant deferral / active EE | $4,280 | $4,2810% | $3,885+10.2% | $5,850-26.8% |
| Admin fee / account holder | $6,547 | $6,171+6.1% | $5,351+22.3% | $11,596-43.5% |