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 | $61,547 | $48,570+26.7% | $130,648-52.9% | $72,985-15.7% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 18.66% | 38.63%-20.0pp | 1708.96%-1690.3pp | 81.00%-62.3pp |
| Employer contribution / active EE | $4,126 | $1,334+209.2% | $4,092+0.8% | $2,440+69.1% |
| Participant deferral / active EE | $4,303 | $2,384+80.5% | $3,603+19.4% | $3,607+19.3% |
| Admin fee / account holder | $6,900 | $3,549+94.4% | $5,464+26.3% | $5,124+34.7% |