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 | $83,366 | $69,207+20.5% | $64,056+30.1% | $139,434-40.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.31% | 45.88%-26.6pp | 33.69%-14.4pp | 372.94%-353.6pp |
| Employer contribution / active EE | $4,998 | $3,182+57.1% | $2,747+82.0% | $4,751+5.2% |
| Participant deferral / active EE | $6,577 | $4,682+40.5% | $3,880+69.5% | $6,710-2.0% |
| Admin fee / account holder | $486 | $4,244-88.6% | $3,068-84.2% | $11,403-95.7% |