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 | $62,706 | $63,346-1.0% | $92,233-32.0% | $70,131-10.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 20.05% | 530.12%-510.1pp | 176.28%-156.2pp | 73.14%-53.1pp |
| Employer contribution / active EE | $1,810 | $2,471-26.8% | $3,679-50.8% | $2,342-22.7% |
| Participant deferral / active EE | $4,303 | $2,854+50.8% | $3,897+10.4% | $3,332+29.2% |
| Admin fee / account holder | $461 | $3,840-88.0% | $5,194-91.1% | $4,645-90.1% |