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 | $59,319 | $58,208+1.9% | $81,812-27.5% | $80,856-26.6% |
| Participation rate | 87.1% | 63.4%+23.7pp | 72.3%+14.8pp | 67.6%+19.5pp |
| Annual return | 12.55% | 41.66%-29.1pp | 773.79%-761.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $7,513 | $2,340+221.1% | $2,912+158.0% | $2,755+172.7% |
| Participant deferral / active EE | $6,884 | $3,281+109.8% | $4,319+59.4% | $4,296+60.2% |
| Admin fee / account holder | $6,951 | $4,981+39.5% | $7,386-5.9% | $6,918+0.5% |