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 | $68,028 | $48,795+39.4% | $65,493+3.9% | $84,808-19.8% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 26.37% | 20.20%+6.2pp | 982.45%-956.1pp | 40.90%-14.5pp |
| Employer contribution / active EE | $10,297 | $1,930+433.6% | $2,574+300.0% | $2,631+291.4% |
| Participant deferral / active EE | $11,764 | $2,928+301.7% | $3,961+197.0% | $4,212+179.3% |
| Admin fee / account holder | $23,711 | $3,877+511.6% | $5,028+371.5% | $7,344+222.9% |