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 | $62,352 | $181,894-65.7% | $156,549-60.2% | $273,961-77.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.42% | 30.74%-27.3pp | 32.23%-28.8pp | 41.45%-38.0pp |
| Employer contribution / active EE | $8,173 | $6,248+30.8% | $5,501+48.6% | $4,869+67.9% |
| Participant deferral / active EE | $2,386 | $5,550-57.0% | $4,871-51.0% | $5,287-54.9% |
| Admin fee / account holder | $42,406 | $15,559+172.5% | $13,027+225.5% | $10,132+318.5% |