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 | $62,765 | $97,757-35.8% | $83,848-25.1% | $135,375-53.6% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | 11.81% | 1287.37%-1275.6pp | 850.88%-839.1pp | 519.73%-507.9pp |
| Employer contribution / active EE | $4,029 | $4,222-4.6% | $3,631+11.0% | $4,779-15.7% |
| Participant deferral / active EE | $9,218 | $4,682+96.9% | $4,082+125.8% | $5,609+64.3% |
| Admin fee / account holder | $20,643 | $6,674+209.3% | $5,478+276.8% | $10,827+90.7% |