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 | $62,561 | $181,894-65.6% | $156,549-60.0% | $273,961-77.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.33% | 30.74%-15.4pp | 32.23%-16.9pp | 41.45%-26.1pp |
| Employer contribution / active EE | $9,879 | $6,248+58.1% | $5,501+79.6% | $4,869+102.9% |
| Participant deferral / active EE | $3,730 | $5,550-32.8% | $4,871-23.4% | $5,287-29.5% |
| Admin fee / account holder | $885 | $15,559-94.3% | $13,027-93.2% | $10,132-91.3% |