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 | $59,304 | $165,984-64.3% | $164,813-64.0% | $145,922-59.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.83% | 100.03%-85.2pp | 69.93%-55.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,385 | $5,273-54.8% | $4,341-45.1% | $4,660-48.8% |
| Participant deferral / active EE | $2,385 | $6,959-65.7% | $6,031-60.5% | $6,688-64.3% |
| Admin fee / account holder | $3,794 | $16,648-77.2% | $12,690-70.1% | $13,397-71.7% |