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 | $51,890 | $100,041-48.1% | $149,718-65.3% | $70,131-26.0% |
| Participation rate | 90.5% | 83.6%+7.0pp | 87.1%+3.5pp | 69.5%+21.0pp |
| Annual return | 16.92% | 27.43%-10.5pp | 1501.63%-1484.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,419 | $3,662-33.9% | $5,445-55.6% | $2,342+3.2% |
| Participant deferral / active EE | $2,827 | $4,983-43.3% | $6,569-57.0% | $3,332-15.1% |
| Admin fee / account holder | $3,448 | $8,286-58.4% | $11,283-69.4% | $4,645-25.8% |