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 | $56,526 | $176,056-67.9% | $159,436-64.5% | $167,490-66.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.74% | 331.75%-318.0pp | 263.57%-249.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,514 | $5,297-52.5% | $4,829-47.9% | $4,837-48.0% |
| Participant deferral / active EE | $2,978 | $7,750-61.6% | $7,352-59.5% | $6,341-53.0% |
| Admin fee / account holder | $484 | $12,554-96.1% | $10,799-95.5% | $12,309-96.1% |