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 | $61,803 | $100,041-38.2% | $149,718-58.7% | $70,131-11.9% |
| Participation rate | 84.0% | 83.6%+0.4pp | 87.1%-3.1pp | 69.5%+14.5pp |
| Annual return | 17.99% | 27.43%-9.4pp | 1501.63%-1483.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $5,162 | $3,662+41.0% | $5,445-5.2% | $2,342+120.4% |
| Participant deferral / active EE | $7,798 | $4,983+56.5% | $6,569+18.7% | $3,332+134.0% |
| Admin fee / account holder | $22,483 | $8,286+171.3% | $11,283+99.3% | $4,645+384.0% |