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 | $50,787 | $201,272-74.8% | $184,203-72.4% | $145,922-65.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.95% | 29.00%-15.1pp | 28.81%-14.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,264 | $7,022-53.5% | $6,427-49.2% | $4,660-30.0% |
| Participant deferral / active EE | $4,841 | $9,806-50.6% | $9,131-47.0% | $6,688-27.6% |
| Admin fee / account holder | $1,009 | $16,364-93.8% | $13,901-92.7% | $13,397-92.5% |