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 | $76,487 | $98,750-22.5% | $149,696-48.9% | $79,858-4.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.14% | 27.43%-14.3pp | 276.60%-263.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $6,662 | $3,216+107.1% | $4,644+43.4% | $2,471+169.6% |
| Participant deferral / active EE | $3,796 | $5,680-33.2% | $6,842-44.5% | $3,740+1.5% |
| Admin fee / account holder | $2,296 | $6,053-62.1% | $9,309-75.3% | $5,306-56.7% |