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 | $51,583 | $105,998-51.3% | $92,233-44.1% | $147,584-65.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.95% | 50.05%-26.1pp | 176.28%-152.3pp | 578.55%-554.6pp |
| Employer contribution / active EE | $6,435 | $4,333+48.5% | $3,679+74.9% | $4,876+32.0% |
| Participant deferral / active EE | $11,407 | $4,478+154.7% | $3,897+192.7% | $5,439+109.7% |
| Admin fee / account holder | $1,026 | $6,332-83.8% | $5,194-80.2% | $10,885-90.6% |