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 7-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 | $65,513 | $58,208+12.6% | $81,812-19.9% | $80,856-19.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.54% | 41.66%-28.1pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,883 | $2,340-19.5% | $2,912-35.3% | $2,755-31.7% |
| Participant deferral / active EE | $5,414 | $3,281+65.0% | $4,319+25.4% | $4,296+26.0% |
| Admin fee / account holder | $8,839 | $4,981+77.4% | $7,386+19.7% | $6,918+27.8% |