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 | $52,975 | $63,346-16.4% | $92,233-42.6% | $70,131-24.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.47% | 530.12%-514.6pp | 176.28%-160.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $4,611 | $2,471+86.6% | $3,679+25.3% | $2,342+96.8% |
| Participant deferral / active EE | $3,385 | $2,854+18.6% | $3,897-13.1% | $3,332+1.6% |
| Admin fee / account holder | $1,336 | $3,840-65.2% | $5,194-74.3% | $4,645-71.2% |