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 | $57,337 | $48,795+17.5% | $65,493-12.5% | $84,808-32.4% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 19.80% | 20.20%-0.4pp | 982.45%-962.6pp | 40.90%-21.1pp |
| Employer contribution / active EE | $6,398 | $1,930+231.5% | $2,574+148.5% | $2,631+143.2% |
| Participant deferral / active EE | $8,483 | $2,928+189.7% | $3,961+114.1% | $4,212+101.4% |
| Admin fee / account holder | $8,022 | $3,877+106.9% | $5,028+59.5% | $7,344+9.2% |