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 | $61,789 | $74,888-17.5% | $71,209-13.2% | $142,382-56.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.70% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $7,286 | $2,854+155.3% | $2,721+167.8% | $4,299+69.5% |
| Participant deferral / active EE | $6,526 | $4,454+46.5% | $4,175+56.3% | $6,507+0.3% |
| Admin fee / account holder | $41,961 | $5,568+653.6% | $5,349+684.5% | $12,624+232.4% |