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 | $54,175 | $97,757-44.6% | $83,848-35.4% | $135,375-60.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.43% | 1287.37%-1280.9pp | 850.88%-844.4pp | 519.73%-513.3pp |
| Employer contribution / active EE | $3,322 | $4,222-21.3% | $3,631-8.5% | $4,779-30.5% |
| Participant deferral / active EE | $8,167 | $4,682+74.4% | $4,082+100.1% | $5,609+45.6% |
| Admin fee / account holder | $627 | $6,674-90.6% | $5,478-88.6% | $10,827-94.2% |