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 | $79,908 | $65,409+22.2% | $98,442-18.8% | $85,850-6.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 11.76% | 21.76%-10.0pp | 1492.73%-1481.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $9,047 | $2,168+317.4% | $2,960+205.7% | $2,565+252.7% |
| Participant deferral / active EE | $3,809 | $3,166+20.3% | $4,276-10.9% | $3,952-3.6% |
| Admin fee / account holder | $5,593 | $4,593+21.8% | $5,949-6.0% | $6,260-10.6% |