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 | $58,439 | $108,172-46.0% | $77,482-24.6% | $158,922-63.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 21.50% | 31.67%-10.2pp | 54.79%-33.3pp | 302.83%-281.3pp |
| Employer contribution / active EE | $3,396 | $1,325+156.3% | $986+244.2% | $4,761-28.7% |
| Participant deferral / active EE | $8,765 | $2,456+256.8% | $1,861+370.9% | $5,982+46.5% |
| Admin fee / account holder | $1,314 | $3,708-64.6% | $2,858-54.0% | $11,246-88.3% |