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 | $79,837 | $49,922+59.9% | $80,569-0.9% | $75,163+6.2% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 18.15% | 34.69%-16.5pp | 935.43%-917.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $4,336 | $1,698+155.3% | $2,723+59.2% | $2,670+62.4% |
| Participant deferral / active EE | $3,063 | $2,990+2.4% | $4,447-31.1% | $4,125-25.7% |
| Admin fee / account holder | $2,786 | $3,577-22.1% | $5,377-48.2% | $5,651-50.7% |