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 | $49,856 | $112,881-55.8% | $90,951-45.2% | $158,922-68.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 29.69% | 215.79%-186.1pp | 134.60%-104.9pp | 302.83%-273.1pp |
| Employer contribution / active EE | $2,867 | $2,893-0.9% | $2,122+35.1% | $4,761-39.8% |
| Participant deferral / active EE | $12,754 | $4,128+209.0% | $3,373+278.1% | $5,982+113.2% |
| Admin fee / account holder | $3,825 | $8,041-52.4% | $5,959-35.8% | $11,246-66.0% |