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 | $71,104 | $124,319-42.8% | $111,297-36.1% | $167,490-57.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.95% | 37.44%-21.5pp | 54.65%-38.7pp | 478.56%-462.6pp |
| Employer contribution / active EE | $8,612 | $3,435+150.7% | $2,731+215.3% | $4,837+78.0% |
| Participant deferral / active EE | $23,588 | $5,180+355.3% | $4,487+425.7% | $6,341+272.0% |
| Admin fee / account holder | $4,078 | $10,618-61.6% | $7,964-48.8% | $12,309-66.9% |