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 | $54,545 | $53,516+1.9% | $126,539-56.9% | $84,808-35.7% |
| Participation rate | 98.6% | 58.2%+40.3pp | 69.8%+28.8pp | 68.3%+30.3pp |
| Annual return | 13.56% | 58.34%-44.8pp | 425.95%-412.4pp | 40.90%-27.3pp |
| Employer contribution / active EE | $3,636 | $1,535+136.9% | $3,674-1.0% | $2,631+38.2% |
| Participant deferral / active EE | $3,603 | $2,671+34.9% | $4,083-11.7% | $4,212-14.5% |
| Admin fee / account holder | $10,260 | $4,497+128.2% | $6,065+69.2% | $7,344+39.7% |