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 | $70,614 | $61,774+14.3% | $97,226-27.4% | $80,856-12.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 15.21% | -557.90%+573.1pp | 75.13%-59.9pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,894 | $1,837+57.6% | $2,729+6.1% | $2,755+5.1% |
| Participant deferral / active EE | $3,171 | $3,029+4.7% | $4,264-25.6% | $4,296-26.2% |
| Admin fee / account holder | $2,051 | $5,166-60.3% | $5,654-63.7% | $6,918-70.4% |