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 | $63,508 | $106,515-40.4% | $96,683-34.3% | $139,434-54.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.88% | 38.43%-26.5pp | 35.69%-23.8pp | 372.94%-361.1pp |
| Employer contribution / active EE | $9,230 | $4,103+125.0% | $3,737+147.0% | $4,751+94.3% |
| Participant deferral / active EE | $6,529 | $5,454+19.7% | $4,878+33.8% | $6,710-2.7% |
| Admin fee / account holder | $21,245 | $7,877+169.7% | $6,730+215.7% | $11,403+86.3% |