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 | $62,719 | $201,272-68.8% | $184,203-66.0% | $145,922-57.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.12% | 29.00%-11.9pp | 28.81%-11.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,162 | $7,022-69.2% | $6,427-66.4% | $4,660-53.6% |
| Participant deferral / active EE | $4,687 | $9,806-52.2% | $9,131-48.7% | $6,688-29.9% |
| Admin fee / account holder | $14,801 | $16,364-9.5% | $13,901+6.5% | $13,397+10.5% |