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 | $57,628 | $78,422-26.5% | $95,952-39.9% | $79,858-27.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 17.28% | 19.37%-2.1pp | 91.61%-74.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,517 | $1,945+29.4% | $2,541-1.0% | $2,471+1.9% |
| Participant deferral / active EE | $4,013 | $3,440+16.7% | $4,167-3.7% | $3,740+7.3% |
| Admin fee / account holder | $10,473 | $5,622+86.3% | $6,795+54.1% | $5,306+97.4% |