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 | $51,919 | $112,096-53.7% | $95,952-45.9% | $158,922-67.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.64% | 171.09%-154.5pp | 91.61%-75.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $3,652 | $3,198+14.2% | $2,541+43.7% | $4,761-23.3% |
| Participant deferral / active EE | $3,656 | $4,784-23.6% | $4,167-12.3% | $5,982-38.9% |
| Admin fee / account holder | $484 | $10,130-95.2% | $6,795-92.9% | $11,246-95.7% |