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 | $57,556 | $107,452-46.4% | $91,541-37.1% | $142,382-59.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.56% | 22.06%-10.5pp | 20.50%-8.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $6,274 | $2,994+109.5% | $2,505+150.5% | $4,299+45.9% |
| Participant deferral / active EE | $3,413 | $4,754-28.2% | $4,008-14.8% | $6,507-47.5% |
| Admin fee / account holder | $24,672 | $8,834+179.3% | $6,956+254.7% | $12,624+95.4% |