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 | $63,662 | $112,096-43.2% | $95,952-33.7% | $158,922-59.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.39% | 171.09%-154.7pp | 91.61%-75.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $7,322 | $3,198+129.0% | $2,541+188.2% | $4,761+53.8% |
| Participant deferral / active EE | $6,353 | $4,784+32.8% | $4,167+52.5% | $5,982+6.2% |
| Admin fee / account holder | $2,752 | $10,130-72.8% | $6,795-59.5% | $11,246-75.5% |