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 | $104,457 | $60,124+73.7% | $90,404+15.5% | $79,858+30.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.41% | 71.94%-57.5pp | 1293.02%-1278.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,479 | $2,068+19.9% | $3,262-24.0% | $2,471+0.3% |
| Participant deferral / active EE | $6,335 | $2,938+115.6% | $3,963+59.8% | $3,740+69.4% |
| Admin fee / account holder | $523 | $3,976-86.9% | $5,611-90.7% | $5,306-90.1% |