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 | $60,735 | $104,974-42.1% | $95,585-36.5% | $142,382-57.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.23% | 210.33%-195.1pp | 38.56%-23.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $8,684 | $2,779+212.6% | $2,527+243.7% | $4,299+102.0% |
| Participant deferral / active EE | $5,268 | $4,352+21.0% | $4,023+31.0% | $6,507-19.0% |
| Admin fee / account holder | $1,486 | $6,386-76.7% | $6,127-75.7% | $12,624-88.2% |