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 | $62,990 | $163,101-61.4% | $136,749-53.9% | $142,382-55.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.21% | 27.54%-17.3pp | 24.33%-14.1pp | 217.08%-206.9pp |
| Employer contribution / active EE | $6,042 | $4,117+46.8% | $3,400+77.7% | $4,299+40.5% |
| Participant deferral / active EE | $12,182 | $5,585+118.1% | $4,692+159.6% | $6,507+87.2% |
| Admin fee / account holder | $53,157 | $14,318+271.2% | $11,386+366.9% | $12,624+321.1% |