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 | $74,753 | $110,257-32.2% | $96,544-22.6% | $139,434-46.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.41% | 26.32%-6.9pp | 25.84%-6.4pp | 372.94%-353.5pp |
| Employer contribution / active EE | $5,188 | $3,620+43.3% | $2,965+75.0% | $4,751+9.2% |
| Participant deferral / active EE | $19,187 | $5,548+245.9% | $4,851+295.5% | $6,710+185.9% |
| Admin fee / account holder | $13,028 | $11,591+12.4% | $8,252+57.9% | $11,403+14.3% |