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 | $77,509 | $69,207+12.0% | $64,056+21.0% | $139,434-44.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.22% | 45.88%-29.7pp | 33.69%-17.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $4,953 | $3,182+55.6% | $2,747+80.3% | $4,751+4.3% |
| Participant deferral / active EE | $8,505 | $4,682+81.7% | $3,880+119.2% | $6,710+26.7% |
| Admin fee / account holder | $2,339 | $4,244-44.9% | $3,068-23.8% | $11,403-79.5% |