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 | $58,146 | $27,915+108.3% | $58,482-0.6% | $75,163-22.6% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 16.87% | 44.20%-27.3pp | 4239.32%-4222.4pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,643 | $669+145.5% | $1,053+56.0% | $2,670-38.5% |
| Participant deferral / active EE | $3,167 | $1,201+163.7% | $1,924+64.6% | $4,125-23.2% |
| Admin fee / account holder | $3,288 | $1,726+90.6% | $2,516+30.7% | $5,651-41.8% |