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 | $73,577 | $85,202-13.6% | $172,739-57.4% | $72,985+0.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.90% | 27.32%-6.4pp | 802.84%-781.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,613 | $3,324-21.4% | $5,143-49.2% | $2,440+7.1% |
| Participant deferral / active EE | $5,254 | $3,260+61.2% | $5,198+1.1% | $3,607+45.6% |
| Admin fee / account holder | $26,454 | $5,884+349.6% | $13,954+89.6% | $5,124+416.2% |