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 | $58,127 | $54,705+6.3% | $71,209-18.4% | $84,808-31.5% |
| Participation rate | 97.4% | 64.1%+33.4pp | 73.8%+23.7pp | 68.3%+29.1pp |
| Annual return | 24.59% | 35.90%-11.3pp | 282.51%-257.9pp | 40.90%-16.3pp |
| Employer contribution / active EE | $3,267 | $2,158+51.4% | $2,721+20.1% | $2,631+24.2% |
| Participant deferral / active EE | $6,643 | $3,030+119.2% | $4,175+59.1% | $4,212+57.7% |
| Admin fee / account holder | $4,229 | $4,863-13.1% | $5,349-20.9% | $7,344-42.4% |