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 6-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 | $74,823 | $109,881-31.9% | $150,045-50.1% | $84,808-11.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.35% | 28.25%-6.9pp | 62.55%-41.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $8,130 | $3,561+128.3% | $4,693+73.2% | $2,631+209.0% |
| Participant deferral / active EE | $15,608 | $6,636+135.2% | $7,997+95.2% | $4,212+270.6% |
| Admin fee / account holder | $5,627 | $8,568-34.3% | $13,435-58.1% | $7,344-23.4% |