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 | $49,878 | $165,335-69.8% | $149,696-66.7% | $158,922-68.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.66% | 348.15%-331.5pp | 276.60%-259.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $7,263 | $5,103+42.3% | $4,644+56.4% | $4,761+52.6% |
| Participant deferral / active EE | $6,201 | $7,181-13.6% | $6,842-9.4% | $5,982+3.7% |
| Admin fee / account holder | $334 | $10,807-96.9% | $9,309-96.4% | $11,246-97.0% |