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 | $62,841 | $106,584-41.0% | $101,326-38.0% | $142,382-55.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.40% | 36.93%-21.5pp | 36.82%-21.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,828 | $3,956+22.0% | $3,665+31.7% | $4,299+12.3% |
| Participant deferral / active EE | $10,227 | $8,297+23.3% | $7,994+27.9% | $6,507+57.2% |
| Admin fee / account holder | $11,302 | $11,446-1.3% | $11,185+1.0% | $12,624-10.5% |