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 | $51,087 | $65,409-21.9% | $98,442-48.1% | $85,850-40.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.74% | 21.76%-9.0pp | 1492.73%-1480.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,907 | $2,168-12.0% | $2,960-35.6% | $2,565-25.7% |
| Participant deferral / active EE | $3,318 | $3,166+4.8% | $4,276-22.4% | $3,952-16.0% |
| Admin fee / account holder | $1,767 | $4,593-61.5% | $5,949-70.3% | $6,260-71.8% |