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 | $72,010 | $53,127+35.5% | $86,590-16.8% | $70,131+2.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.21% | 27.66%-11.5pp | 964.84%-948.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $7,877 | $2,068+280.9% | $2,839+177.4% | $2,342+236.3% |
| Participant deferral / active EE | $3,967 | $2,696+47.2% | $3,609+9.9% | $3,332+19.1% |
| Admin fee / account holder | $1,892 | $3,585-47.2% | $4,906-61.4% | $4,645-59.3% |