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 | $72,442 | $77,634-6.7% | $156,549-53.7% | $62,891+15.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.75% | 50.32%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $8,333 | $3,444+142.0% | $5,501+51.5% | $2,281+265.4% |
| Participant deferral / active EE | $3,845 | $3,045+26.3% | $4,871-21.1% | $3,203+20.0% |
| Admin fee / account holder | $13,848 | $5,561+149.0% | $13,027+6.3% | $4,296+222.4% |