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 | $51,303 | $152,587-66.4% | $125,175-59.0% | $152,861-66.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.41% | 54.84%-37.4pp | 43.79%-26.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $3,192 | $4,946-35.5% | $3,865-17.4% | $4,762-33.0% |
| Participant deferral / active EE | $9,793 | $5,868+66.9% | $4,937+98.4% | $5,850+67.4% |
| Admin fee / account holder | $2,642 | $13,434-80.3% | $9,702-72.8% | $11,596-77.2% |