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 | $62,776 | $54,705+14.8% | $71,209-11.8% | $84,808-26.0% |
| Participation rate | 84.3% | 64.1%+20.2pp | 73.8%+10.6pp | 68.3%+16.0pp |
| Annual return | 36.36% | 35.90%+0.5pp | 282.51%-246.2pp | 40.90%-4.5pp |
| Employer contribution / active EE | $3,889 | $2,158+80.2% | $2,721+42.9% | $2,631+47.8% |
| Participant deferral / active EE | $5,550 | $3,030+83.1% | $4,175+32.9% | $4,212+31.8% |
| Admin fee / account holder | $7,857 | $4,863+61.6% | $5,349+46.9% | $7,344+7.0% |