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 | $53,280 | $98,750-46.0% | $149,696-64.4% | $79,858-33.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.39% | 27.43%-7.0pp | 276.60%-256.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $5,704 | $3,216+77.3% | $4,644+22.8% | $2,471+130.9% |
| Participant deferral / active EE | $7,304 | $5,680+28.6% | $6,842+6.8% | $3,740+95.3% |
| Admin fee / account holder | $2,134 | $6,053-64.7% | $9,309-77.1% | $5,306-59.8% |