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 | $74,461 | $85,766-13.2% | $136,294-45.4% | $70,131+6.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.98% | 31.45%-15.5pp | 5155.94%-5140.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $4,857 | $2,966+63.8% | $4,695+3.4% | $2,342+107.4% |
| Participant deferral / active EE | $9,838 | $5,051+94.8% | $6,247+57.5% | $3,332+195.3% |
| Admin fee / account holder | $2,593 | $5,420-52.2% | $9,243-71.9% | $4,645-44.2% |