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 6-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 | $59,910 | $163,101-63.3% | $136,749-56.2% | $142,382-57.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.61% | 27.54%-5.9pp | 24.33%-2.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $4,777 | $4,117+16.0% | $3,400+40.5% | $4,299+11.1% |
| Participant deferral / active EE | $10,042 | $5,585+79.8% | $4,692+114.0% | $6,507+54.3% |
| Admin fee / account holder | $4,243 | $14,318-70.4% | $11,386-62.7% | $12,624-66.4% |