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 | $51,910 | $118,450-56.2% | $98,439-47.3% | $139,434-62.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.33% | 18.94%-3.6pp | 21.16%-5.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,833 | $3,609-49.2% | $3,048-39.9% | $4,751-61.4% |
| Participant deferral / active EE | $5,000 | $5,392-7.3% | $4,738+5.5% | $6,710-25.5% |
| Admin fee / account holder | $429 | $14,026-96.9% | $8,948-95.2% | $11,403-96.2% |