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 | $53,021 | $98,240-46.0% | $82,313-35.6% | $147,584-64.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 31.77% | 30.85%+0.9pp | 25.88%+5.9pp | 578.55%-546.8pp |
| Employer contribution / active EE | $10,029 | $3,192+214.2% | $2,428+313.0% | $4,876+105.7% |
| Participant deferral / active EE | $24,225 | $4,383+452.7% | $3,706+553.7% | $5,439+345.4% |
| Admin fee / account holder | $12,507 | $8,563+46.1% | $5,608+123.0% | $10,885+14.9% |