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 | $50,205 | $100,773-50.2% | $88,946-43.6% | $142,382-64.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.32% | 70.18%-53.9pp | 57.82%-41.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,251 | $2,918-57.1% | $2,555-51.0% | $4,299-70.9% |
| Participant deferral / active EE | $905 | $5,230-82.7% | $4,581-80.2% | $6,507-86.1% |
| Admin fee / account holder | $1,684 | $9,693-82.6% | $8,261-79.6% | $12,624-86.7% |