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 | $68,444 | $95,416-28.3% | $185,823-63.2% | $85,850-20.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 18.69% | 23.59%-4.9pp | 122.05%-103.4pp | 318.53%-299.8pp |
| Employer contribution / active EE | $5,568 | $3,314+68.0% | $5,167+7.8% | $2,565+117.1% |
| Participant deferral / active EE | $4,549 | $3,423+32.9% | $5,568-18.3% | $3,952+15.1% |
| Admin fee / account holder | $751 | $7,213-89.6% | $16,237-95.4% | $6,260-88.0% |