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 | $51,579 | $111,754-53.8% | $103,333-50.1% | $145,922-64.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.89% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $4,292 | $4,212+1.9% | $3,868+11.0% | $4,660-7.9% |
| Participant deferral / active EE | $5,682 | $5,619+1.1% | $5,057+12.3% | $6,688-15.0% |
| Admin fee / account holder | $9,627 | $9,750-1.3% | $8,355+15.2% | $13,397-28.1% |