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 | $54,439 | $76,000-28.4% | $154,107-64.7% | $64,186-15.2% |
| Participation rate | 71.0% | 70.4%+0.6pp | 83.0%-12.1pp | 69.6%+1.4pp |
| Annual return | 1.36% | 30.32%-29.0pp | 735.12%-733.8pp | 7.63%-6.3pp |
| Employer contribution / active EE | $2,286 | $3,351-31.8% | $5,298-56.8% | $2,381-4.0% |
| Participant deferral / active EE | $4,773 | $3,175+50.3% | $5,081-6.0% | $3,470+37.6% |
| Admin fee / account holder | $1,873 | $5,596-66.5% | $13,411-86.0% | $4,888-61.7% |