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 | $50,815 | $109,413-53.6% | $156,263-67.5% | $84,808-40.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 67.00% | 20.18%+46.8pp | 59.47%+7.5pp | 40.90%+26.1pp |
| Employer contribution / active EE | $2,934 | $2,907+0.9% | $4,333-32.3% | $2,631+11.5% |
| Participant deferral / active EE | $5,739 | $4,590+25.0% | $6,158-6.8% | $4,212+36.3% |
| Admin fee / account holder | $20,715 | $9,357+121.4% | $14,255+45.3% | $7,344+182.1% |