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 | $77,469 | $86,286-10.2% | $111,297-30.4% | $85,850-9.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.26% | 19.99%-5.7pp | 54.65%-40.4pp | 318.53%-304.3pp |
| Employer contribution / active EE | $6,140 | $2,043+200.5% | $2,731+124.8% | $2,565+139.3% |
| Participant deferral / active EE | $6,828 | $3,641+87.6% | $4,487+52.2% | $3,952+72.8% |
| Admin fee / account holder | $10,598 | $8,188+29.4% | $7,964+33.1% | $6,260+69.3% |