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 7-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 | $55,759 | $185,822-70.0% | $169,993-67.2% | $139,434-60.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.74% | 60.50%-45.8pp | 53.37%-38.6pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,028 | $7,590-73.3% | $6,785-70.1% | $4,751-57.3% |
| Participant deferral / active EE | $9,815 | $11,622-15.5% | $10,408-5.7% | $6,710+46.3% |
| Admin fee / account holder | $13,879 | $15,381-9.8% | $12,815+8.3% | $11,403+21.7% |