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 | $52,359 | $133,922-60.9% | $116,228-55.0% | $142,382-63.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.84% | 147.76%-135.9pp | 90.06%-78.2pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,557 | $3,446-25.8% | $2,994-14.6% | $4,299-40.5% |
| Participant deferral / active EE | $5,481 | $5,672-3.4% | $4,953+10.7% | $6,507-15.8% |
| Admin fee / account holder | $12,448 | $14,945-16.7% | $11,989+3.8% | $12,624-1.4% |