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 9-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 | $50,427 | $165,335-69.5% | $149,696-66.3% | $158,922-68.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.81% | 348.15%-335.3pp | 276.60%-263.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,005 | $5,103-60.7% | $4,644-56.8% | $4,761-57.9% |
| Participant deferral / active EE | $3,665 | $7,181-49.0% | $6,842-46.4% | $5,982-38.7% |
| Admin fee / account holder | $4,344 | $10,807-59.8% | $9,309-53.3% | $11,246-61.4% |