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 | $59,079 | $58,208+1.5% | $81,812-27.8% | $80,856-26.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.24% | 41.66%-28.4pp | 773.79%-760.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $5,618 | $2,340+140.1% | $2,912+92.9% | $2,755+103.9% |
| Participant deferral / active EE | $7,272 | $3,281+121.7% | $4,319+68.4% | $4,296+69.3% |
| Admin fee / account holder | $9,111 | $4,981+82.9% | $7,386+23.4% | $6,918+31.7% |