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 | $51,666 | $52,580-1.7% | $71,671-27.9% | $70,131-26.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 13.51% | 20.25%-6.7pp | 20.65%-7.1pp | 73.14%-59.6pp |
| Employer contribution / active EE | $5,089 | $1,616+215.0% | $2,460+106.9% | $2,342+117.2% |
| Participant deferral / active EE | $3,250 | $2,386+36.2% | $3,438-5.5% | $3,332-2.4% |
| Admin fee / account holder | $1,509 | $3,653-58.7% | $5,558-72.9% | $4,645-67.5% |