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 5-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 | $69,125 | $77,314-10.6% | $177,989-61.2% | $80,856-14.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 20.06% | 18.09%+2.0pp | 294.48%-274.4pp | 35.59%-15.5pp |
| Employer contribution / active EE | $8,613 | $2,292+275.8% | $3,949+118.1% | $2,755+212.6% |
| Participant deferral / active EE | $12,834 | $4,411+191.0% | $6,276+104.5% | $4,296+198.8% |
| Admin fee / account holder | $6,110 | $7,191-15.0% | $10,363-41.0% | $6,918-11.7% |