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 7-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 | $51,733 | $124,281-58.4% | $109,143-52.6% | $167,490-69.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.88% | 26.04%-15.2pp | 25.75%-14.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $15,394 | $4,207+265.9% | $3,722+313.6% | $4,837+218.2% |
| Participant deferral / active EE | $9,472 | $5,255+80.2% | $4,653+103.6% | $6,341+49.4% |
| Admin fee / account holder | $14,170 | $7,970+77.8% | $6,752+109.9% | $12,309+15.1% |