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 | $53,319 | $185,822-71.3% | $169,993-68.6% | $139,434-61.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.30% | 60.50%-48.2pp | 53.37%-41.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $3,593 | $7,590-52.7% | $6,785-47.0% | $4,751-24.4% |
| Participant deferral / active EE | $9,558 | $11,622-17.8% | $10,408-8.2% | $6,710+42.4% |
| Admin fee / account holder | $646 | $15,381-95.8% | $12,815-95.0% | $11,403-94.3% |