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 | $71,756 | $82,630-13.2% | $64,105+11.9% | $125,391-42.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 1.43% | 1489.72%-1488.3pp | 791.24%-789.8pp | 282.22%-280.8pp |
| Employer contribution / active EE | $950 | $2,671-64.4% | $1,820-47.8% | $4,866-80.5% |
| Participant deferral / active EE | $2,255 | $3,608-37.5% | $2,822-20.1% | $5,352-57.9% |
| Admin fee / account holder | $2,062 | $6,382-67.7% | $4,499-54.2% | $9,540-78.4% |