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 | $76,862 | $63,346+21.3% | $92,233-16.7% | $70,131+9.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.37% | 530.12%-516.7pp | 176.28%-162.9pp | 73.14%-59.8pp |
| Employer contribution / active EE | $6,883 | $2,471+178.5% | $3,679+87.1% | $2,342+193.8% |
| Participant deferral / active EE | $2,969 | $2,854+4.0% | $3,897-23.8% | $3,332-10.9% |
| Admin fee / account holder | $1,343 | $3,840-65.0% | $5,194-74.1% | $4,645-71.1% |