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 | $50,520 | $89,739-43.7% | $149,718-66.3% | $62,292-18.9% |
| Participation rate | 75.9% | 85.1%-9.2pp | 87.1%-11.2pp | 69.5%+6.4pp |
| Annual return | 15.65% | 21.01%-5.4pp | 1501.63%-1486.0pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,647 | $3,233-49.0% | $5,445-69.7% | $2,042-19.3% |
| Participant deferral / active EE | $4,332 | $4,797-9.7% | $6,569-34.0% | $3,169+36.7% |
| Admin fee / account holder | $1,481 | $551+168.6% | $11,283-86.9% | $479+208.9% |