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 | $70,682 | $124,185-43.1% | $108,410-34.8% | $167,490-57.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.85% | 1379.64%-1365.8pp | 905.27%-891.4pp | 478.56%-464.7pp |
| Employer contribution / active EE | $6,003 | $4,187+43.4% | $3,558+68.7% | $4,837+24.1% |
| Participant deferral / active EE | $8,038 | $6,908+16.4% | $6,563+22.5% | $6,341+26.8% |
| Admin fee / account holder | $11,169 | $9,455+18.1% | $7,295+53.1% | $12,309-9.3% |