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 | $58,073 | $217,402-73.3% | $185,823-68.7% | $167,490-65.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.86% | 148.36%-136.5pp | 122.05%-110.2pp | 478.56%-466.7pp |
| Employer contribution / active EE | $7,832 | $5,873+33.4% | $5,167+51.6% | $4,837+61.9% |
| Participant deferral / active EE | $9,100 | $6,356+43.2% | $5,568+63.4% | $6,341+43.5% |
| Admin fee / account holder | $564 | $19,811-97.2% | $16,237-96.5% | $12,309-95.4% |