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 | $61,133 | $58,208+5.0% | $81,812-25.3% | $80,856-24.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 16.45% | 41.66%-25.2pp | 773.79%-757.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $5,321 | $2,340+127.4% | $2,912+82.7% | $2,755+93.1% |
| Participant deferral / active EE | $7,136 | $3,281+117.5% | $4,319+65.3% | $4,296+66.1% |
| Admin fee / account holder | $5,175 | $4,981+3.9% | $7,386-29.9% | $6,918-25.2% |