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 | $72,666 | $58,208+24.8% | $81,812-11.2% | $80,856-10.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 16.49% | 41.66%-25.2pp | 773.79%-757.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $4,739 | $2,340+102.5% | $2,912+62.7% | $2,755+72.0% |
| Participant deferral / active EE | $5,625 | $3,281+71.4% | $4,319+30.2% | $4,296+30.9% |
| Admin fee / account holder | $1,328 | $4,981-73.3% | $7,386-82.0% | $6,918-80.8% |