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 | $58,398 | $54,705+6.8% | $71,209-18.0% | $84,808-31.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.75% | 35.90%-19.1pp | 282.51%-265.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,672 | $2,158+70.2% | $2,721+35.0% | $2,631+39.6% |
| Participant deferral / active EE | $2,806 | $3,030-7.4% | $4,175-32.8% | $4,212-33.4% |
| Admin fee / account holder | $12,107 | $4,863+148.9% | $5,349+126.4% | $7,344+64.9% |