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 | $50,890 | $117,983-56.9% | $101,794-50.0% | $142,382-64.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.32% | 36.92%-22.6pp | 30.53%-16.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $15,615 | $2,773+463.2% | $2,289+582.2% | $4,299+263.2% |
| Participant deferral / active EE | $6,475 | $4,714+37.4% | $4,084+58.5% | $6,507-0.5% |
| Admin fee / account holder | $2,583 | $10,433-75.2% | $8,777-70.6% | $12,624-79.5% |