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 | $56,426 | $197,591-71.4% | $177,821-68.3% | $158,922-64.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.88% | 58.76%-47.9pp | 48.32%-37.4pp | 302.83%-291.9pp |
| Employer contribution / active EE | $8,840 | $6,697+32.0% | $5,918+49.4% | $4,761+85.7% |
| Participant deferral / active EE | $6,047 | $8,405-28.1% | $7,714-21.6% | $5,982+1.1% |
| Admin fee / account holder | $19,022 | $15,399+23.5% | $12,427+53.1% | $11,246+69.1% |