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 | $83,670 | $52,380+59.7% | $98,755-15.3% | $85,850-2.5% |
| Participation rate | 100.0% | 58.0%+42.0pp | 65.7%+34.3pp | 69.3%+30.7pp |
| Annual return | 11.98% | 25.82%-13.8pp | 49.91%-37.9pp | 318.53%-306.6pp |
| Employer contribution / active EE | $3,990 | $1,337+198.3% | $2,067+93.0% | $2,565+55.6% |
| Participant deferral / active EE | $7,616 | $2,101+262.5% | $3,035+151.0% | $3,952+92.7% |
| Admin fee / account holder | $7,312 | $3,865+89.2% | $4,076+79.4% | $6,260+16.8% |