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 | $59,806 | $80,968-26.1% | $96,544-38.1% | $75,163-20.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.18% | 27.06%-8.9pp | 25.84%-7.7pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,055 | $2,282+33.9% | $2,965+3.0% | $2,670+14.4% |
| Participant deferral / active EE | $7,511 | $3,928+91.2% | $4,851+54.8% | $4,125+82.1% |
| Admin fee / account holder | $2,283 | $6,724-66.0% | $8,252-72.3% | $5,651-59.6% |