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 | $58,465 | $105,181-44.4% | $159,436-63.3% | $85,850-31.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.26% | 45.07%-28.8pp | 263.57%-247.3pp | 318.53%-302.3pp |
| Employer contribution / active EE | $3,314 | $3,318-0.1% | $4,829-31.4% | $2,565+29.2% |
| Participant deferral / active EE | $7,102 | $5,945+19.5% | $7,352-3.4% | $3,952+79.7% |
| Admin fee / account holder | $6,901 | $6,933-0.5% | $10,799-36.1% | $6,260+10.2% |