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 | $69,824 | $181,894-61.6% | $156,549-55.4% | $273,961-74.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.89% | 30.74%-18.8pp | 32.23%-20.3pp | 41.45%-29.6pp |
| Employer contribution / active EE | $19,096 | $6,248+205.6% | $5,501+247.1% | $4,869+292.2% |
| Participant deferral / active EE | $13,105 | $5,550+136.1% | $4,871+169.0% | $5,287+147.9% |
| Admin fee / account holder | $330 | $15,559-97.9% | $13,027-97.5% | $10,132-96.7% |