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 9-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 | $62,612 | $53,822+16.3% | $75,696-17.3% | $85,850-27.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 18.02% | 24.54%-6.5pp | 104.53%-86.5pp | 318.53%-300.5pp |
| Employer contribution / active EE | $6,995 | $2,017+246.9% | $2,743+155.0% | $2,565+172.7% |
| Participant deferral / active EE | $5,867 | $2,895+102.6% | $3,821+53.5% | $3,952+48.5% |
| Admin fee / account holder | $6,709 | $3,343+100.7% | $3,619+85.4% | $6,260+7.2% |