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 | $52,021 | $135,952-61.7% | $123,892-58.0% | $273,961-81.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.62% | 56.63%-52.0pp | 47.52%-42.9pp | 41.45%-36.8pp |
| Employer contribution / active EE | $2,768 | $5,170-46.5% | $4,617-40.0% | $4,869-43.2% |
| Participant deferral / active EE | $3,536 | $6,343-44.2% | $5,984-40.9% | $5,287-33.1% |
| Admin fee / account holder | $3,565 | $9,817-63.7% | $8,357-57.3% | $10,132-64.8% |