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 | $67,582 | $54,705+23.5% | $71,209-5.1% | $84,808-20.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.54% | 35.90%-20.4pp | 282.51%-267.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,422 | $2,158-34.1% | $2,721-47.7% | $2,631-45.9% |
| Participant deferral / active EE | $3,837 | $3,030+26.6% | $4,175-8.1% | $4,212-8.9% |
| Admin fee / account holder | $3,133 | $4,863-35.6% | $5,349-41.4% | $7,344-57.3% |