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 6-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 | $53,037 | $78,672-32.6% | $109,143-51.4% | $85,850-38.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.87% | 25.09%-10.2pp | 25.75%-10.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,148 | $2,735-58.0% | $3,722-69.2% | $2,565-55.3% |
| Participant deferral / active EE | $7,446 | $3,467+114.7% | $4,653+60.0% | $3,952+88.4% |
| Admin fee / account holder | $7,971 | $5,469+45.7% | $6,752+18.1% | $6,260+27.3% |