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 | $60,990 | $57,281+6.5% | $86,612-29.6% | $75,163-18.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.67% | 2670.75%-2653.1pp | 591.07%-573.4pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,313 | $2,314-0.1% | $3,022-23.5% | $2,670-13.4% |
| Participant deferral / active EE | $6,447 | $3,318+94.3% | $4,438+45.3% | $4,125+56.3% |
| Admin fee / account holder | $3,000 | $4,112-27.1% | $5,614-46.6% | $5,651-46.9% |