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 | $53,879 | $111,724-51.8% | $93,606-42.4% | $145,922-63.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.34% | 202.98%-179.6pp | 133.20%-109.9pp | 561.29%-537.9pp |
| Employer contribution / active EE | $4,257 | $3,090+37.8% | $2,420+75.9% | $4,660-8.6% |
| Participant deferral / active EE | $3,802 | $4,912-22.6% | $4,411-13.8% | $6,688-43.1% |
| Admin fee / account holder | $439 | $10,250-95.7% | $8,285-94.7% | $13,397-96.7% |