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 | $55,815 | $127,065-56.1% | $113,168-50.7% | $142,382-60.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.84% | 24.03%-5.2pp | 24.27%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,049 | $3,442+17.6% | $2,975+36.1% | $4,299-5.8% |
| Participant deferral / active EE | $8,575 | $5,716+50.0% | $5,107+67.9% | $6,507+31.8% |
| Admin fee / account holder | $1,983 | $15,736-87.4% | $12,068-83.6% | $12,624-84.3% |