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 | $60,965 | $54,705+11.4% | $71,209-14.4% | $84,808-28.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.14% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,537 | $2,158+63.9% | $2,721+30.0% | $2,631+34.5% |
| Participant deferral / active EE | $5,037 | $3,030+66.2% | $4,175+20.6% | $4,212+19.6% |
| Admin fee / account holder | $13,106 | $4,863+169.5% | $5,349+145.0% | $7,344+78.5% |