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 | $61,869 | $157,256-60.7% | $141,162-56.2% | $152,861-59.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.03% | 64.32%-47.3pp | 71.39%-54.4pp | 345.32%-328.3pp |
| Employer contribution / active EE | $5,304 | $5,261+0.8% | $4,735+12.0% | $4,762+11.4% |
| Participant deferral / active EE | $9,882 | $7,109+39.0% | $6,709+47.3% | $5,850+68.9% |
| Admin fee / account holder | $11,995 | $12,120-1.0% | $10,261+16.9% | $11,596+3.4% |