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 | $75,552 | $63,346+19.3% | $92,233-18.1% | $70,131+7.7% |
| Participation rate | 95.6% | 68.7%+26.9pp | 76.5%+19.1pp | 69.5%+26.0pp |
| Annual return | 14.44% | 530.12%-515.7pp | 176.28%-161.8pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,479 | $2,471-40.1% | $3,679-59.8% | $2,342-36.9% |
| Participant deferral / active EE | $3,566 | $2,854+24.9% | $3,897-8.5% | $3,332+7.0% |
| Admin fee / account holder | $12,153 | $3,840+216.5% | $5,194+134.0% | $4,645+161.6% |