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 | $61,221 | $56,110+9.1% | $94,993-35.6% | $70,131-12.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 13.81% | 51.02%-37.2pp | 27.12%-13.3pp | 73.14%-59.3pp |
| Employer contribution / active EE | $5,120 | $1,442+255.0% | $2,603+96.6% | $2,342+118.6% |
| Participant deferral / active EE | $1,552 | $2,391-35.1% | $3,317-53.2% | $3,332-53.4% |
| Admin fee / account holder | $1,802 | $3,456-47.9% | $4,960-63.7% | $4,645-61.2% |