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 | $60,230 | $81,632-26.2% | $70,449-14.5% | $158,922-62.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.03% | 208.40%-196.4pp | 109.03%-97.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $10,926 | $3,217+239.6% | $2,737+299.3% | $4,761+129.5% |
| Participant deferral / active EE | $1,424 | $4,554-68.7% | $3,709-61.6% | $5,982-76.2% |
| Admin fee / account holder | $1,575 | $6,193-74.6% | $3,845-59.0% | $11,246-86.0% |