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 9-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 | $61,402 | $89,753-31.6% | $107,525-42.9% | $84,808-27.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 23.12% | 29.48%-6.4pp | 181.32%-158.2pp | 40.90%-17.8pp |
| Employer contribution / active EE | $5,000 | $3,113+60.6% | $3,754+33.2% | $2,631+90.1% |
| Participant deferral / active EE | $5,616 | $4,056+38.4% | $5,116+9.8% | $4,212+33.3% |
| Admin fee / account holder | $2,864 | $7,222-60.3% | $8,919-67.9% | $7,344-61.0% |