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 | $71,106 | $104,907-32.2% | $84,611-16.0% | $152,861-53.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 23.77% | 373.79%-350.0pp | 258.74%-235.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,874 | $3,302-43.2% | $2,652-29.4% | $4,762-60.7% |
| Participant deferral / active EE | $5,527 | $4,688+17.9% | $3,899+41.8% | $5,850-5.5% |
| Admin fee / account holder | $12,149 | $6,241+94.7% | $4,912+147.3% | $11,596+4.8% |