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 | $62,854 | $54,705+14.9% | $71,209-11.7% | $84,808-25.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 18.46% | 35.90%-17.4pp | 282.51%-264.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $3,250 | $2,158+50.6% | $2,721+19.5% | $2,631+23.5% |
| Participant deferral / active EE | $8,724 | $3,030+187.9% | $4,175+109.0% | $4,212+107.2% |
| Admin fee / account holder | $1,169 | $4,863-76.0% | $5,349-78.1% | $7,344-84.1% |