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 | $50,552 | $201,272-74.9% | $184,203-72.6% | $145,922-65.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.03% | 29.00%-15.0pp | 28.81%-14.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $14,718 | $7,022+109.6% | $6,427+129.0% | $4,660+215.9% |
| Participant deferral / active EE | $13,071 | $9,806+33.3% | $9,131+43.1% | $6,688+95.5% |
| Admin fee / account holder | $15,441 | $16,364-5.6% | $13,901+11.1% | $13,397+15.3% |