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 | $59,765 | $54,705+9.2% | $71,209-16.1% | $84,808-29.5% |
| Participation rate | 88.0% | 64.1%+23.9pp | 73.8%+14.2pp | 68.3%+19.7pp |
| Annual return | 13.85% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $8,535 | $2,158+295.5% | $2,721+213.7% | $2,631+224.4% |
| Participant deferral / active EE | $4,690 | $3,030+54.8% | $4,175+12.3% | $4,212+11.4% |
| Admin fee / account holder | $2,525 | $4,863-48.1% | $5,349-52.8% | $7,344-65.6% |