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 | $52,852 | $110,257-52.1% | $96,544-45.3% | $139,434-62.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.75% | 26.32%-13.6pp | 25.84%-13.1pp | 372.94%-360.2pp |
| Employer contribution / active EE | $3,080 | $3,620-14.9% | $2,965+3.9% | $4,751-35.2% |
| Participant deferral / active EE | $5,806 | $5,548+4.7% | $4,851+19.7% | $6,710-13.5% |
| Admin fee / account holder | $20,146 | $11,591+73.8% | $8,252+144.1% | $11,403+76.7% |