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 | $55,354 | $99,877-44.6% | $84,966-34.9% | $145,922-62.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.43% | 83.76%-67.3pp | 66.38%-50.0pp | 561.29%-544.9pp |
| Employer contribution / active EE | $417 | $3,231-87.1% | $2,727-84.7% | $4,660-91.1% |
| Participant deferral / active EE | $1,120 | $5,291-78.8% | $4,519-75.2% | $6,688-83.3% |
| Admin fee / account holder | $438 | $7,248-94.0% | $6,149-92.9% | $13,397-96.7% |