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 | $66,873 | $54,705+22.2% | $71,209-6.1% | $84,808-21.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 20.73% | 35.90%-15.2pp | 282.51%-261.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $4,224 | $2,158+95.7% | $2,721+55.2% | $2,631+60.5% |
| Participant deferral / active EE | $5,091 | $3,030+68.0% | $4,175+21.9% | $4,212+20.9% |
| Admin fee / account holder | $1,541 | $4,863-68.3% | $5,349-71.2% | $7,344-79.0% |