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 8-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 | $60,592 | $48,795+24.2% | $65,493-7.5% | $84,808-28.6% |
| Participation rate | 92.9% | 67.0%+25.9pp | 73.1%+19.8pp | 68.3%+24.5pp |
| Annual return | 25.77% | 20.20%+5.6pp | 982.45%-956.7pp | 40.90%-15.1pp |
| Employer contribution / active EE | $8,653 | $1,930+348.4% | $2,574+236.1% | $2,631+228.9% |
| Participant deferral / active EE | $14,373 | $2,928+390.8% | $3,961+262.8% | $4,212+241.3% |
| Admin fee / account holder | $17,525 | $3,877+352.0% | $5,028+248.5% | $7,344+138.6% |