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 | $80,289 | $57,281+40.2% | $86,612-7.3% | $75,163+6.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.83% | 2670.75%-2653.9pp | 591.07%-574.2pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,547 | $2,314+10.0% | $3,022-15.7% | $2,670-4.6% |
| Participant deferral / active EE | $3,863 | $3,318+16.4% | $4,438-12.9% | $4,125-6.3% |
| Admin fee / account holder | $4,696 | $4,112+14.2% | $5,614-16.3% | $5,651-16.9% |