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 | $57,285 | $168,632-66.0% | $147,614-61.2% | $125,391-54.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.15% | 77.65%-75.5pp | 61.98%-59.8pp | 282.22%-280.1pp |
| Employer contribution / active EE | $6,194 | $6,252-0.9% | $5,564+11.3% | $4,866+27.3% |
| Participant deferral / active EE | $15,452 | $5,507+180.6% | $4,895+215.7% | $5,352+188.7% |
| Admin fee / account holder | $28,920 | $13,580+113.0% | $11,611+149.1% | $9,540+203.1% |