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 | $50,256 | $152,587-67.1% | $125,175-59.9% | $152,861-67.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 35.94% | 54.84%-18.9pp | 43.79%-7.9pp | 345.32%-309.4pp |
| Employer contribution / active EE | $2,328 | $4,946-52.9% | $3,865-39.8% | $4,762-51.1% |
| Participant deferral / active EE | $7,086 | $5,868+20.8% | $4,937+43.5% | $5,850+21.1% |
| Admin fee / account holder | $434 | $13,434-96.8% | $9,702-95.5% | $11,596-96.3% |