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 | $56,671 | $54,705+3.6% | $71,209-20.4% | $84,808-33.2% |
| Participation rate | 92.0% | 64.1%+27.9pp | 73.8%+18.2pp | 68.3%+23.7pp |
| Annual return | 15.35% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,959 | $2,158+129.8% | $2,721+82.3% | $2,631+88.5% |
| Participant deferral / active EE | $5,322 | $3,030+75.6% | $4,175+27.5% | $4,212+26.4% |
| Admin fee / account holder | $1,854 | $4,863-61.9% | $5,349-65.3% | $7,344-74.8% |