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 | $79,352 | $53,516+48.3% | $126,539-37.3% | $84,808-6.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 14.54% | 58.34%-43.8pp | 425.95%-411.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,849 | $1,535+150.8% | $3,674+4.8% | $2,631+46.3% |
| Participant deferral / active EE | $5,700 | $2,671+113.4% | $4,083+39.6% | $4,212+35.3% |
| Admin fee / account holder | $5,158 | $4,497+14.7% | $6,065-15.0% | $7,344-29.8% |