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 | $65,085 | $89,355-27.2% | $141,162-53.9% | $72,985-10.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.18% | 111.85%-89.7pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $2,365 | $3,114-24.1% | $4,735-50.1% | $2,440-3.1% |
| Participant deferral / active EE | $8,841 | $5,418+63.2% | $6,709+31.8% | $3,607+145.1% |
| Admin fee / account holder | $19,182 | $5,958+221.9% | $10,261+86.9% | $5,124+274.3% |