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 | $76,671 | $56,114+36.6% | $96,139-20.3% | $85,850-10.7% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 24.52% | 42.30%-17.8pp | 191.94%-167.4pp | 318.53%-294.0pp |
| Employer contribution / active EE | $2,476 | $1,620+52.8% | $2,797-11.5% | $2,565-3.5% |
| Participant deferral / active EE | $2,698 | $2,859-5.6% | $4,349-38.0% | $3,952-31.7% |
| Admin fee / account holder | $12,112 | $3,768+221.4% | $5,537+118.8% | $6,260+93.5% |