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 | $56,055 | $54,705+2.5% | $71,209-21.3% | $84,808-33.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 19.19% | 35.90%-16.7pp | 282.51%-263.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $3,453 | $2,158+60.0% | $2,721+26.9% | $2,631+31.2% |
| Participant deferral / active EE | $5,539 | $3,030+82.8% | $4,175+32.7% | $4,212+31.5% |
| Admin fee / account holder | $2,545 | $4,863-47.7% | $5,349-52.4% | $7,344-65.3% |