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 | $63,723 | $53,516+19.1% | $126,539-49.6% | $84,808-24.9% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 14.32% | 58.34%-44.0pp | 425.95%-411.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,066 | $1,535+34.6% | $3,674-43.8% | $2,631-21.5% |
| Participant deferral / active EE | $6,303 | $2,671+136.0% | $4,083+54.4% | $4,212+49.7% |
| Admin fee / account holder | $652 | $4,497-85.5% | $6,065-89.3% | $7,344-91.1% |