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 | $69,352 | $60,124+15.3% | $90,404-23.3% | $79,858-13.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 28.56% | 71.94%-43.4pp | 1293.02%-1264.5pp | 31.71%-3.2pp |
| Employer contribution / active EE | $4,750 | $2,068+129.7% | $3,262+45.6% | $2,471+92.2% |
| Participant deferral / active EE | $3,836 | $2,938+30.6% | $3,963-3.2% | $3,740+2.6% |
| Admin fee / account holder | $2,361 | $3,976-40.6% | $5,611-57.9% | $5,306-55.5% |