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 | $66,354 | $56,199+18.1% | $67,652-1.9% | $59,632+11.3% |
| Participation rate | 91.1% | 71.5%+19.6pp | 75.7%+15.4pp | 68.7%+22.4pp |
| Annual return | -0.53% | 18505.31%-18505.8pp | 6625.04%-6625.6pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $3,665 | $1,614+127.0% | $2,266+61.8% | $2,203+66.4% |
| Participant deferral / active EE | $4,769 | $2,844+67.7% | $3,560+34.0% | $3,192+49.4% |
| Admin fee / account holder | $17,304 | $3,958+337.1% | $4,821+258.9% | $4,297+302.7% |