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 | $48,252 | $48,046+0.4% | $84,611-43.0% | $72,985-33.9% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 25.61% | 37.38%-11.8pp | 258.74%-233.1pp | 81.00%-55.4pp |
| Employer contribution / active EE | $2,415 | $1,602+50.8% | $2,652-8.9% | $2,440-1.0% |
| Participant deferral / active EE | $3,077 | $2,680+14.8% | $3,899-21.1% | $3,607-14.7% |
| Admin fee / account holder | $5,070 | $3,395+49.4% | $4,912+3.2% | $5,124-1.1% |