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 | $57,116 | $74,888-23.7% | $71,209-19.8% | $142,382-59.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.43% | 345.14%-326.7pp | 282.51%-264.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $6,090 | $2,854+113.4% | $2,721+123.8% | $4,299+41.7% |
| Participant deferral / active EE | $1,552 | $4,454-65.2% | $4,175-62.8% | $6,507-76.2% |
| Admin fee / account holder | $782 | $5,568-86.0% | $5,349-85.4% | $12,624-93.8% |