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 | $72,330 | $77,419-6.6% | $69,455+4.1% | $152,861-52.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 19.76% | 39.06%-19.3pp | 28.97%-9.2pp | 345.32%-325.6pp |
| Employer contribution / active EE | $6,943 | $3,315+109.4% | $2,779+149.9% | $4,762+45.8% |
| Participant deferral / active EE | $7,519 | $4,414+70.4% | $3,535+112.7% | $5,850+28.5% |
| Admin fee / account holder | $15,086 | $6,207+143.1% | $3,839+292.9% | $11,596+30.1% |