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 6-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 | $62,011 | $54,705+13.4% | $71,209-12.9% | $84,808-26.9% |
| Participation rate | 95.5% | 64.1%+31.4pp | 73.8%+21.7pp | 68.3%+27.1pp |
| Annual return | 15.60% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $9,378 | $2,158+334.6% | $2,721+244.7% | $2,631+256.4% |
| Participant deferral / active EE | $8,446 | $3,030+178.7% | $4,175+102.3% | $4,212+100.5% |
| Admin fee / account holder | $14,206 | $4,863+192.1% | $5,349+165.6% | $7,344+93.4% |