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 | $56,704 | $73,515-22.9% | $62,995-10.0% | $147,584-61.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.88% | 175.43%-161.6pp | 87.57%-73.7pp | 578.55%-564.7pp |
| Employer contribution / active EE | $7,421 | $3,320+123.5% | $2,759+169.0% | $4,876+52.2% |
| Participant deferral / active EE | $8,917 | $4,185+113.1% | $3,329+167.8% | $5,439+63.9% |
| Admin fee / account holder | $2,909 | $5,953-51.1% | $3,600-19.2% | $10,885-73.3% |