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 | $50,876 | $135,952-62.6% | $123,892-58.9% | $273,961-81.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 80.14% | 56.63%+23.5pp | 47.52%+32.6pp | 41.45%+38.7pp |
| Employer contribution / active EE | $10,232 | $5,170+97.9% | $4,617+121.6% | $4,869+110.2% |
| Participant deferral / active EE | $20,000 | $6,343+215.3% | $5,984+234.2% | $5,287+278.3% |
| Admin fee / account holder | $2,887 | $9,817-70.6% | $8,357-65.5% | $10,132-71.5% |