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 | $56,236 | $117,983-52.3% | $101,794-44.8% | $142,382-60.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.13% | 36.92%-26.8pp | 30.53%-20.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $4,595 | $2,773+65.7% | $2,289+100.8% | $4,299+6.9% |
| Participant deferral / active EE | $17,718 | $4,714+275.9% | $4,084+333.8% | $6,507+172.3% |
| Admin fee / account holder | $43,867 | $10,433+320.4% | $8,777+399.8% | $12,624+247.5% |