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 | $56,957 | $49,173+15.8% | $121,098-53.0% | $75,163-24.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 15.97% | 55.99%-40.0pp | 985.75%-969.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,763 | $1,546+14.1% | $4,164-57.6% | $2,670-33.9% |
| Participant deferral / active EE | $3,088 | $2,628+17.5% | $4,080-24.3% | $4,125-25.1% |
| Admin fee / account holder | $2,947 | $3,942-25.2% | $5,644-47.8% | $5,651-47.8% |