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 | $65,174 | $74,888-13.0% | $71,209-8.5% | $142,382-54.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.14% | 345.14%-332.0pp | 282.51%-269.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $6,081 | $2,854+113.0% | $2,721+123.5% | $4,299+41.4% |
| Participant deferral / active EE | $13,119 | $4,454+194.5% | $4,175+214.2% | $6,507+101.6% |
| Admin fee / account holder | $6,720 | $5,568+20.7% | $5,349+25.6% | $12,624-46.8% |