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 | $55,892 | $65,395-14.5% | $182,532-69.4% | $72,985-23.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 45.07% | 27.68%+17.4pp | 148.54%-103.5pp | 81.00%-35.9pp |
| Employer contribution / active EE | $3,789 | $1,911+98.2% | $4,076-7.1% | $2,440+55.3% |
| Participant deferral / active EE | $6,920 | $3,563+94.2% | $5,524+25.3% | $3,607+91.8% |
| Admin fee / account holder | $7,764 | $4,245+82.9% | $8,592-9.6% | $5,124+51.5% |