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 | $55,369 | $100,041-44.7% | $149,718-63.0% | $70,131-21.0% |
| Participation rate | 95.4% | 83.6%+11.8pp | 87.1%+8.3pp | 69.5%+25.8pp |
| Annual return | 17.02% | 27.43%-10.4pp | 1501.63%-1484.6pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,451 | $3,662-33.1% | $5,445-55.0% | $2,342+4.6% |
| Participant deferral / active EE | $2,528 | $4,983-49.3% | $6,569-61.5% | $3,332-24.1% |
| Admin fee / account holder | $3,977 | $8,286-52.0% | $11,283-64.8% | $4,645-14.4% |