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 | $51,216 | $116,175-55.9% | $93,606-45.3% | $152,861-66.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 15.65% | 35.96%-20.3pp | 32.76%-17.1pp | 345.32%-329.7pp |
| Employer contribution / active EE | $6,498 | $3,218+101.9% | $2,718+139.1% | $4,762+36.4% |
| Participant deferral / active EE | $10,556 | $4,603+129.3% | $4,069+159.4% | $5,850+80.4% |
| Admin fee / account holder | $13,625 | $10,748+26.8% | $7,888+72.7% | $11,596+17.5% |