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 | $82,466 | $53,516+54.1% | $126,539-34.8% | $84,808-2.8% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 16.76% | 58.34%-41.6pp | 425.95%-409.2pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,318 | $1,535-14.1% | $3,674-64.1% | $2,631-49.9% |
| Participant deferral / active EE | $3,613 | $2,671+35.3% | $4,083-11.5% | $4,212-14.2% |
| Admin fee / account holder | $456 | $4,497-89.9% | $6,065-92.5% | $7,344-93.8% |