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 | $56,445 | $49,227+14.7% | $70,449-19.9% | $79,858-29.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.69% | 30.06%-18.4pp | 109.03%-97.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $7,112 | $2,099+238.8% | $2,737+159.9% | $2,471+187.8% |
| Participant deferral / active EE | $9,607 | $2,768+247.1% | $3,709+159.0% | $3,740+156.9% |
| Admin fee / account holder | $18,161 | $2,878+531.0% | $3,845+372.3% | $5,306+242.2% |