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 | $55,350 | $54,705+1.2% | $71,209-22.3% | $84,808-34.7% |
| Participation rate | 90.8% | 64.1%+26.7pp | 73.8%+17.0pp | 68.3%+22.5pp |
| Annual return | 18.08% | 35.90%-17.8pp | 282.51%-264.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,726 | $2,158+26.3% | $2,721+0.2% | $2,631+3.6% |
| Participant deferral / active EE | $6,722 | $3,030+121.8% | $4,175+61.0% | $4,212+59.6% |
| Admin fee / account holder | $14,902 | $4,863+206.4% | $5,349+178.6% | $7,344+102.9% |