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 | $78,276 | $93,571-16.3% | $135,903-42.4% | $75,163+4.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.91% | 30.90%-11.0pp | 68.23%-48.3pp | 160.62%-140.7pp |
| Employer contribution / active EE | $5,406 | $3,537+52.9% | $4,856+11.3% | $2,670+102.5% |
| Participant deferral / active EE | $13,477 | $6,404+110.4% | $7,758+73.7% | $4,125+226.7% |
| Admin fee / account holder | $6,033 | $6,975-13.5% | $10,762-43.9% | $5,651+6.8% |