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 | $69,364 | $116,175-40.3% | $93,606-25.9% | $152,861-54.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 18.18% | 35.96%-17.8pp | 32.76%-14.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $6,355 | $3,218+97.5% | $2,718+133.8% | $4,762+33.4% |
| Participant deferral / active EE | $13,210 | $4,603+187.0% | $4,069+224.7% | $5,850+125.8% |
| Admin fee / account holder | $25,158 | $10,748+134.1% | $7,888+218.9% | $11,596+116.9% |