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 | $53,632 | $110,257-51.4% | $96,544-44.4% | $139,434-61.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.87% | 26.32%-7.4pp | 25.84%-7.0pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,667 | $3,620-26.3% | $2,965-10.0% | $4,751-43.9% |
| Participant deferral / active EE | $8,973 | $5,548+61.7% | $4,851+85.0% | $6,710+33.7% |
| Admin fee / account holder | $637 | $11,591-94.5% | $8,252-92.3% | $11,403-94.4% |