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 | $61,675 | $133,922-53.9% | $116,228-46.9% | $142,382-56.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 37.85% | 147.76%-109.9pp | 90.06%-52.2pp | 217.08%-179.2pp |
| Employer contribution / active EE | $5,174 | $3,446+50.2% | $2,994+72.8% | $4,299+20.4% |
| Participant deferral / active EE | $5,949 | $5,672+4.9% | $4,953+20.1% | $6,507-8.6% |
| Admin fee / account holder | $5,119 | $14,945-65.7% | $11,989-57.3% | $12,624-59.5% |