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 | $51,504 | $185,822-72.3% | $169,993-69.7% | $139,434-63.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.29% | 60.50%-44.2pp | 53.37%-37.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,538 | $7,590-53.4% | $6,785-47.9% | $4,751-25.5% |
| Participant deferral / active EE | $3,391 | $11,622-70.8% | $10,408-67.4% | $6,710-49.5% |
| Admin fee / account holder | $1,727 | $15,381-88.8% | $12,815-86.5% | $11,403-84.9% |