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 | $56,668 | $78,926-28.2% | $136,749-58.6% | $84,808-33.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 13.00% | 18.17%-5.2pp | 24.33%-11.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,978 | $2,134+86.4% | $3,400+17.0% | $2,631+51.2% |
| Participant deferral / active EE | $6,720 | $3,168+112.1% | $4,692+43.2% | $4,212+59.5% |
| Admin fee / account holder | $10,450 | $6,369+64.1% | $11,386-8.2% | $7,344+42.3% |