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 | $59,107 | $91,037-35.1% | $71,671-17.5% | $147,584-60.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.82% | 20.48%-5.7pp | 20.65%-5.8pp | 578.55%-563.7pp |
| Employer contribution / active EE | $5,390 | $3,327+62.0% | $2,460+119.1% | $4,876+10.5% |
| Participant deferral / active EE | $5,550 | $4,498+23.4% | $3,438+61.4% | $5,439+2.0% |
| Admin fee / account holder | $26,116 | $8,613+203.2% | $5,558+369.8% | $10,885+139.9% |