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 | $58,260 | $99,020-41.2% | $86,590-32.7% | $147,584-60.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.12% | 1312.34%-1294.2pp | 964.84%-946.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $3,984 | $3,132+27.2% | $2,839+40.3% | $4,876-18.3% |
| Participant deferral / active EE | $5,828 | $3,972+46.7% | $3,609+61.5% | $5,439+7.2% |
| Admin fee / account holder | $1,251 | $5,710-78.1% | $4,906-74.5% | $10,885-88.5% |