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 | $31,137 | $52,279-40.4% | $89,391-65.2% | $79,858-61.0% |
| Participation rate | 75.0% | 57.5%+17.5pp | 68.0%+7.0pp | 69.6%+5.4pp |
| Annual return | 20.51% | 22.16%-1.7pp | 245.62%-225.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $5,074 | $1,572+222.9% | $2,586+96.2% | $2,471+105.3% |
| Participant deferral / active EE | $8,155 | $2,740+197.6% | $3,890+109.6% | $3,740+118.0% |
| Admin fee / account holder | $5,485 | $3,356+63.4% | $4,881+12.4% | $5,306+3.4% |