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 | $62,351 | $176,812-64.7% | $146,665-57.5% | $167,490-62.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.01% | 24.03%-12.0pp | 22.74%-10.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $2,641 | $5,160-48.8% | $4,136-36.1% | $4,837-45.4% |
| Participant deferral / active EE | $11,156 | $6,440+73.2% | $5,506+102.6% | $6,341+75.9% |
| Admin fee / account holder | $653 | $13,259-95.1% | $10,280-93.7% | $12,309-94.7% |