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 | $68,971 | $60,124+14.7% | $90,404-23.7% | $79,858-13.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.29% | 71.94%-60.7pp | 1293.02%-1281.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,576 | $2,068-23.8% | $3,262-51.7% | $2,471-36.2% |
| Participant deferral / active EE | $4,088 | $2,938+39.1% | $3,963+3.2% | $3,740+9.3% |
| Admin fee / account holder | $27,991 | $3,976+603.9% | $5,611+398.9% | $5,306+427.5% |