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 | $73,073 | $66,124+10.5% | $90,404-19.2% | $73,488-0.6% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 15.61% | 17.65%-2.0pp | 1293.02%-1277.4pp | 28.51%-12.9pp |
| Employer contribution / active EE | $7,362 | $2,346+213.7% | $3,262+125.7% | $2,270+224.3% |
| Participant deferral / active EE | $5,222 | $3,039+71.8% | $3,963+31.8% | $3,740+39.7% |
| Admin fee / account holder | $1,090 | $396+175.0% | $5,611-80.6% | $513+112.4% |