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 | $52,855 | $109,881-51.9% | $150,045-64.8% | $84,808-37.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.92% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,020 | $3,561+12.9% | $4,693-14.3% | $2,631+52.8% |
| Participant deferral / active EE | $7,332 | $6,636+10.5% | $7,997-8.3% | $4,212+74.1% |
| Admin fee / account holder | $28,322 | $8,568+230.6% | $13,435+110.8% | $7,344+285.7% |