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 | $61,354 | $137,414-55.4% | $189,513-67.6% | $85,850-28.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.67% | 38.14%-25.5pp | 555.15%-542.5pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,520 | $4,344-42.0% | $6,162-59.1% | $2,565-1.8% |
| Participant deferral / active EE | $6,052 | $6,260-3.3% | $8,221-26.4% | $3,952+53.2% |
| Admin fee / account holder | $10,917 | $8,630+26.5% | $12,045-9.4% | $6,260+74.4% |