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 | $61,786 | $54,705+12.9% | $71,209-13.2% | $84,808-27.1% |
| Participation rate | 91.2% | 64.1%+27.1pp | 73.8%+17.4pp | 68.3%+22.9pp |
| Annual return | 17.32% | 35.90%-18.6pp | 282.51%-265.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $4,609 | $2,158+113.6% | $2,721+69.4% | $2,631+75.2% |
| Participant deferral / active EE | $7,973 | $3,030+163.1% | $4,175+91.0% | $4,212+89.3% |
| Admin fee / account holder | $12,212 | $4,863+151.1% | $5,349+128.3% | $7,344+66.3% |