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 | $60,714 | $56,053+8.3% | $75,972-20.1% | $80,856-24.9% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 19.10% | 20.53%-1.4pp | 359.55%-340.4pp | 35.59%-16.5pp |
| Employer contribution / active EE | $4,278 | $1,874+128.3% | $2,685+59.4% | $2,755+55.3% |
| Participant deferral / active EE | $12,778 | $3,052+318.7% | $4,255+200.3% | $4,296+197.5% |
| Admin fee / account holder | $6,495 | $5,234+24.1% | $6,467+0.4% | $6,918-6.1% |