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 | $61,234 | $54,705+11.9% | $71,209-14.0% | $84,808-27.8% |
| Participation rate | 80.6% | 64.1%+16.6pp | 73.8%+6.9pp | 68.3%+12.3pp |
| Annual return | 16.46% | 35.90%-19.4pp | 282.51%-266.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $4,803 | $2,158+122.6% | $2,721+76.5% | $2,631+82.6% |
| Participant deferral / active EE | $6,481 | $3,030+113.9% | $4,175+55.2% | $4,212+53.9% |
| Admin fee / account holder | $12,326 | $4,863+153.4% | $5,349+130.4% | $7,344+67.8% |