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 | $56,071 | $106,515-47.4% | $96,683-42.0% | $139,434-59.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.14% | 38.43%-13.3pp | 35.69%-10.6pp | 372.94%-347.8pp |
| Employer contribution / active EE | $6,366 | $4,103+55.2% | $3,737+70.3% | $4,751+34.0% |
| Participant deferral / active EE | $7,565 | $5,454+38.7% | $4,878+55.1% | $6,710+12.7% |
| Admin fee / account holder | $10,449 | $7,877+32.7% | $6,730+55.3% | $11,403-8.4% |