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 | $59,559 | $152,587-61.0% | $125,175-52.4% | $152,861-61.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.59% | 54.84%-30.2pp | 43.79%-19.2pp | 345.32%-320.7pp |
| Employer contribution / active EE | $8,092 | $4,946+63.6% | $3,865+109.4% | $4,762+69.9% |
| Participant deferral / active EE | $4,309 | $5,868-26.6% | $4,937-12.7% | $5,850-26.4% |
| Admin fee / account holder | $1,006 | $13,434-92.5% | $9,702-89.6% | $11,596-91.3% |