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 | $76,440 | $85,202-10.3% | $172,739-55.7% | $72,985+4.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.34% | 27.32%-7.0pp | 802.84%-782.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,422 | $3,324-27.1% | $5,143-52.9% | $2,440-0.7% |
| Participant deferral / active EE | $3,906 | $3,260+19.8% | $5,198-24.9% | $3,607+8.3% |
| Admin fee / account holder | $8,293 | $5,884+40.9% | $13,954-40.6% | $5,124+61.8% |