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 | $48,153 | $91,037-47.1% | $71,671-32.8% | $147,584-67.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.29% | 20.48%-4.2pp | 20.65%-4.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,081 | $3,327-67.5% | $2,460-56.1% | $4,876-77.8% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,553 | $8,613-35.5% | $5,558-0.1% | $10,885-49.0% |