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 | $74,614 | $60,022+24.3% | $88,946-16.1% | $84,808-12.0% |
| Participation rate | 98.0% | 57.8%+40.2pp | 68.8%+29.2pp | 68.3%+29.7pp |
| Annual return | 35.21% | 22.43%+12.8pp | 57.82%-22.6pp | 40.90%-5.7pp |
| Employer contribution / active EE | $12,125 | $1,703+612.1% | $2,555+374.6% | $2,631+360.9% |
| Participant deferral / active EE | $16,340 | $3,114+424.8% | $4,581+256.7% | $4,212+288.0% |
| Admin fee / account holder | $11,377 | $4,811+136.5% | $8,261+37.7% | $7,344+54.9% |