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 | $60,056 | $58,694+2.3% | $142,863-58.0% | $85,850-30.0% |
| Participation rate | 96.1% | 58.5%+37.6pp | 71.9%+24.2pp | 69.3%+26.8pp |
| Annual return | 14.57% | 27.72%-13.2pp | 5637.54%-5623.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $5,749 | $1,423+304.1% | $4,144+38.8% | $2,565+124.1% |
| Participant deferral / active EE | $2,630 | $2,607+0.9% | $3,837-31.5% | $3,952-33.4% |
| Admin fee / account holder | $4,148 | $4,239-2.1% | $6,560-36.8% | $6,260-33.7% |