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 | $61,344 | $49,922+22.9% | $80,569-23.9% | $75,163-18.4% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 18.42% | 34.69%-16.3pp | 935.43%-917.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $3,784 | $1,698+122.8% | $2,723+38.9% | $2,670+41.7% |
| Participant deferral / active EE | $3,135 | $2,990+4.8% | $4,447-29.5% | $4,125-24.0% |
| Admin fee / account holder | $2,270 | $3,577-36.5% | $5,377-57.8% | $5,651-59.8% |