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 | $59,748 | $54,705+9.2% | $71,209-16.1% | $84,808-29.5% |
| Participation rate | 97.4% | 64.1%+33.3pp | 73.8%+23.6pp | 68.3%+29.1pp |
| Annual return | 14.76% | 35.90%-21.1pp | 282.51%-267.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,386 | $2,158+10.6% | $2,721-12.3% | $2,631-9.3% |
| Participant deferral / active EE | $8,198 | $3,030+170.5% | $4,175+96.3% | $4,212+94.6% |
| Admin fee / account holder | $13,564 | $4,863+178.9% | $5,349+153.6% | $7,344+84.7% |