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 9-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 | $52,926 | $176,812-70.1% | $146,665-63.9% | $167,490-68.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.40% | 24.03%-6.6pp | 22.74%-5.3pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,713 | $5,160-47.4% | $4,136-34.4% | $4,837-43.9% |
| Participant deferral / active EE | $5,775 | $6,440-10.3% | $5,506+4.9% | $6,341-8.9% |
| Admin fee / account holder | $4,755 | $13,259-64.1% | $10,280-53.7% | $12,309-61.4% |