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 | $72,501 | $104,907-30.9% | $84,611-14.3% | $152,861-52.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 22.96% | 373.79%-350.8pp | 258.74%-235.8pp | 345.32%-322.4pp |
| Employer contribution / active EE | $6,331 | $3,302+91.8% | $2,652+138.7% | $4,762+32.9% |
| Participant deferral / active EE | $10,440 | $4,688+122.7% | $3,899+167.8% | $5,850+78.5% |
| Admin fee / account holder | $662 | $6,241-89.4% | $4,912-86.5% | $11,596-94.3% |