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 5-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 | $48,225 | $111,754-56.8% | $103,333-53.3% | $145,922-67.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.57% | 24.77%-12.2pp | 24.88%-12.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $9,250 | $4,212+119.6% | $3,868+139.1% | $4,660+98.5% |
| Participant deferral / active EE | $5,264 | $5,619-6.3% | $5,057+4.1% | $6,688-21.3% |
| Admin fee / account holder | $703 | $9,750-92.8% | $8,355-91.6% | $13,397-94.8% |