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 | $60,378 | $49,922+20.9% | $80,569-25.1% | $75,163-19.7% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 19.35% | 34.69%-15.3pp | 935.43%-916.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $3,149 | $1,698+85.4% | $2,723+15.6% | $2,670+17.9% |
| Participant deferral / active EE | $5,247 | $2,990+75.5% | $4,447+18.0% | $4,125+27.2% |
| Admin fee / account holder | $6,183 | $3,577+72.9% | $5,377+15.0% | $5,651+9.4% |