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 | $61,122 | $157,256-61.1% | $141,162-56.7% | $152,861-60.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.98% | 64.32%-46.3pp | 71.39%-53.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $7,578 | $5,261+44.0% | $4,735+60.0% | $4,762+59.1% |
| Participant deferral / active EE | $11,341 | $7,109+59.5% | $6,709+69.0% | $5,850+93.9% |
| Admin fee / account holder | $45,041 | $12,120+271.6% | $10,261+338.9% | $11,596+288.4% |