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 | $75,501 | $53,516+41.1% | $126,539-40.3% | $84,808-11.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 15.01% | 58.34%-43.3pp | 425.95%-410.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,119 | $1,535+168.4% | $3,674+12.1% | $2,631+56.6% |
| Participant deferral / active EE | $8,457 | $2,671+216.7% | $4,083+107.2% | $4,212+100.8% |
| Admin fee / account holder | $1,432 | $4,497-68.1% | $6,065-76.4% | $7,344-80.5% |