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 | $72,749 | $53,516+35.9% | $126,539-42.5% | $84,808-14.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 15.93% | 58.34%-42.4pp | 425.95%-410.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,243 | $1,535+111.3% | $3,674-11.7% | $2,631+23.3% |
| Participant deferral / active EE | $4,083 | $2,671+52.9% | $4,0830% | $4,212-3.1% |
| Admin fee / account holder | $1,733 | $4,497-61.5% | $6,065-71.4% | $7,344-76.4% |