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 | $117,667 | $60,124+95.7% | $90,404+30.2% | $79,858+47.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.01% | 71.94%-59.9pp | 1293.02%-1281.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $5,279 | $2,068+155.3% | $3,262+61.8% | $2,471+113.6% |
| Participant deferral / active EE | $9,021 | $2,938+207.0% | $3,963+127.6% | $3,740+141.2% |
| Admin fee / account holder | $2,237 | $3,976-43.8% | $5,611-60.1% | $5,306-57.8% |