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 | $59,435 | $54,705+8.6% | $71,209-16.5% | $84,808-29.9% |
| Participation rate | 87.1% | 64.1%+23.0pp | 73.8%+13.3pp | 68.3%+18.8pp |
| Annual return | 14.02% | 35.90%-21.9pp | 282.51%-268.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,774 | $2,158+121.2% | $2,721+75.5% | $2,631+81.5% |
| Participant deferral / active EE | $3,320 | $3,030+9.6% | $4,175-20.5% | $4,212-21.2% |
| Admin fee / account holder | $15,781 | $4,863+224.5% | $5,349+195.0% | $7,344+114.9% |