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 | $47,450 | $152,587-68.9% | $125,175-62.1% | $152,861-69.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.51% | 54.84%-31.3pp | 43.79%-20.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $3,607 | $4,946-27.1% | $3,865-6.7% | $4,762-24.3% |
| Participant deferral / active EE | $12,555 | $5,868+114.0% | $4,937+154.3% | $5,850+114.6% |
| Admin fee / account holder | $2,610 | $13,434-80.6% | $9,702-73.1% | $11,596-77.5% |