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 | $64,862 | $63,346+2.4% | $92,233-29.7% | $70,131-7.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.14% | 530.12%-516.0pp | 176.28%-162.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $4,158 | $2,471+68.3% | $3,679+13.0% | $2,342+77.5% |
| Participant deferral / active EE | $3,180 | $2,854+11.4% | $3,897-18.4% | $3,332-4.6% |
| Admin fee / account holder | $1,171 | $3,840-69.5% | $5,194-77.4% | $4,645-74.8% |