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 7-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 | $64,517 | $96,635-33.2% | $86,612-25.5% | $139,434-53.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.36% | 106.41%-91.1pp | 591.07%-575.7pp | 372.94%-357.6pp |
| Employer contribution / active EE | $4,115 | $3,263+26.1% | $3,022+36.2% | $4,751-13.4% |
| Participant deferral / active EE | $15,368 | $4,836+217.8% | $4,438+246.3% | $6,710+129.0% |
| Admin fee / account holder | $26,264 | $6,408+309.9% | $5,614+367.8% | $11,403+130.3% |