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 | $74,976 | $107,015-29.9% | $73,545+1.9% | $147,584-49.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 13.65% | 38.25%-24.6pp | -15.16%+28.8pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,339 | $1,760+32.9% | $1,219+91.9% | $4,876-52.0% |
| Participant deferral / active EE | $1,637 | $2,462-33.5% | $1,806-9.4% | $5,439-69.9% |
| Admin fee / account holder | $1,183 | $3,055-61.3% | $2,320-49.0% | $10,885-89.1% |