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 | $68,586 | $63,346+8.3% | $92,233-25.6% | $70,131-2.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 20.10% | 530.12%-510.0pp | 176.28%-156.2pp | 73.14%-53.0pp |
| Employer contribution / active EE | $531 | $2,471-78.5% | $3,679-85.6% | $2,342-77.3% |
| Participant deferral / active EE | $4,716 | $2,854+65.3% | $3,897+21.0% | $3,332+41.6% |
| Admin fee / account holder | $12,165 | $3,840+216.8% | $5,194+134.2% | $4,645+161.9% |