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 9-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 | $64,515 | $57,281+12.6% | $86,612-25.5% | $75,163-14.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.33% | 2670.75%-2651.4pp | 591.07%-571.7pp | 160.62%-141.3pp |
| Employer contribution / active EE | $3,976 | $2,314+71.8% | $3,022+31.5% | $2,670+48.9% |
| Participant deferral / active EE | $7,242 | $3,318+118.3% | $4,438+63.2% | $4,125+75.6% |
| Admin fee / account holder | $1,971 | $4,112-52.1% | $5,614-64.9% | $5,651-65.1% |