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 | $52,229 | $77,813-32.9% | $123,544-57.7% | $64,186-18.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 8.22% | 12.48%-4.3pp | 119.20%-111.0pp | 7.63%+0.6pp |
| Employer contribution / active EE | $5,014 | $3,014+66.4% | $4,628+8.3% | $2,381+110.6% |
| Participant deferral / active EE | $11,623 | $5,240+121.8% | $6,426+80.9% | $3,470+235.0% |
| Admin fee / account holder | $12,149 | $5,519+120.1% | $9,284+30.9% | $4,888+148.5% |