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 | $70,847 | $73,515-3.6% | $62,995+12.5% | $147,584-52.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.61% | 175.43%-158.8pp | 87.57%-71.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $8,786 | $3,320+164.6% | $2,759+218.5% | $4,876+80.2% |
| Participant deferral / active EE | $8,323 | $4,185+98.9% | $3,329+150.0% | $5,439+53.0% |
| Admin fee / account holder | $2,051 | $5,953-65.6% | $3,600-43.0% | $10,885-81.2% |