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 | $55,456 | $102,966-46.1% | $90,281-38.6% | $152,861-63.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.83% | 95.16%-80.3pp | 78.10%-63.3pp | 345.32%-330.5pp |
| Employer contribution / active EE | $1,706 | $3,139-45.6% | $2,854-40.2% | $4,762-64.2% |
| Participant deferral / active EE | $5,499 | $4,281+28.4% | $3,885+41.5% | $5,850-6.0% |
| Admin fee / account holder | $1,450 | $6,171-76.5% | $5,351-72.9% | $11,596-87.5% |