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 | $69,066 | $102,616-32.7% | $81,983-15.8% | $158,922-56.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 10.16% | 61.04%-50.9pp | 41.31%-31.2pp | 302.83%-292.7pp |
| Employer contribution / active EE | $8,388 | $3,240+158.9% | $2,498+235.8% | $4,761+76.2% |
| Participant deferral / active EE | $7,243 | $4,648+55.8% | $3,722+94.6% | $5,982+21.1% |
| Admin fee / account holder | $2,801 | $8,235-66.0% | $5,664-50.5% | $11,246-75.1% |