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 | $70,095 | $102,616-31.7% | $81,983-14.5% | $158,922-55.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 11.29% | 61.04%-49.8pp | 41.31%-30.0pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,240 | $3,240-61.7% | $2,498-50.4% | $4,761-74.0% |
| Participant deferral / active EE | $6,259 | $4,648+34.7% | $3,722+68.2% | $5,982+4.6% |
| Admin fee / account holder | $6,158 | $8,235-25.2% | $5,664+8.7% | $11,246-45.2% |