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 | $53,537 | $116,175-53.9% | $93,606-42.8% | $152,861-65.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 11.18% | 35.96%-24.8pp | 32.76%-21.6pp | 345.32%-334.1pp |
| Employer contribution / active EE | $2,319 | $3,218-28.0% | $2,718-14.7% | $4,762-51.3% |
| Participant deferral / active EE | $1,843 | $4,603-60.0% | $4,069-54.7% | $5,850-68.5% |
| Admin fee / account holder | $2,065 | $10,748-80.8% | $7,888-73.8% | $11,596-82.2% |