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 | $53,754 | $89,753-40.1% | $107,525-50.0% | $84,808-36.6% |
| Participation rate | 96.2% | 68.1%+28.1pp | 75.1%+21.1pp | 68.3%+27.8pp |
| Annual return | 18.92% | 29.48%-10.6pp | 181.32%-162.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $10,713 | $3,113+244.1% | $3,754+185.4% | $2,631+307.2% |
| Participant deferral / active EE | $4,594 | $4,056+13.3% | $5,116-10.2% | $4,212+9.1% |
| Admin fee / account holder | $1,280 | $7,222-82.3% | $8,919-85.7% | $7,344-82.6% |