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 | $65,827 | $111,754-41.1% | $103,333-36.3% | $145,922-54.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.01% | 24.77%-10.8pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $13,445 | $4,212+219.2% | $3,868+247.6% | $4,660+188.5% |
| Participant deferral / active EE | $16,081 | $5,619+186.2% | $5,057+218.0% | $6,688+140.5% |
| Admin fee / account holder | $9,339 | $9,750-4.2% | $8,355+11.8% | $13,397-30.3% |