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 | $61,128 | $114,381-46.6% | $107,525-43.2% | $142,382-57.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 37.26% | 242.71%-205.4pp | 181.32%-144.1pp | 217.08%-179.8pp |
| Employer contribution / active EE | $4,573 | $4,015+13.9% | $3,754+21.8% | $4,299+6.4% |
| Participant deferral / active EE | $8,128 | $5,564+46.1% | $5,116+58.9% | $6,507+24.9% |
| Admin fee / account holder | $13,153 | $9,860+33.4% | $8,919+47.5% | $12,624+4.2% |