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 | $50,263 | $107,334-53.2% | $92,893-45.9% | $152,861-67.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.15% | 145.58%-121.4pp | 109.41%-85.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,350 | $4,221-44.3% | $3,653-35.7% | $4,762-50.7% |
| Participant deferral / active EE | $4,547 | $4,845-6.2% | $4,236+7.3% | $5,850-22.3% |
| Admin fee / account holder | $611 | $7,079-91.4% | $5,794-89.4% | $11,596-94.7% |