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 | $58,625 | $54,350+7.9% | $82,719-29.1% | $68,494-14.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 13.57% | -13.67%+27.2pp | 701.18%-687.6pp | -7.84%+21.4pp |
| Employer contribution / active EE | $5,466 | $2,218+146.4% | $3,009+81.6% | $2,596+110.5% |
| Participant deferral / active EE | $11,667 | $3,246+259.4% | $4,395+165.5% | $4,027+189.7% |
| Admin fee / account holder | $3,935 | $4,395-10.5% | $5,329-26.2% | $5,403-27.2% |