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 | $60,930 | $102,616-40.6% | $81,983-25.7% | $158,922-61.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.94% | 61.04%-45.1pp | 41.31%-25.4pp | 302.83%-286.9pp |
| Employer contribution / active EE | $7,590 | $3,240+134.3% | $2,498+203.8% | $4,761+59.4% |
| Participant deferral / active EE | $10,464 | $4,648+125.1% | $3,722+181.1% | $5,982+74.9% |
| Admin fee / account holder | $1,497 | $8,235-81.8% | $5,664-73.6% | $11,246-86.7% |