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 | $63,937 | $153,772-58.4% | $133,980-52.3% | $273,961-76.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.35% | 36.51%-23.2pp | 29.30%-15.9pp | 41.45%-28.1pp |
| Employer contribution / active EE | $11,651 | $6,029+93.3% | $5,211+123.6% | $4,869+139.3% |
| Participant deferral / active EE | $12,830 | $6,958+84.4% | $6,282+104.2% | $5,287+142.7% |
| Admin fee / account holder | $500 | $11,765-95.8% | $9,324-94.6% | $10,132-95.1% |