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 9-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 | $65,941 | $58,208+13.3% | $81,812-19.4% | $80,856-18.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.14% | 41.66%-29.5pp | 773.79%-761.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,085 | $2,340-10.9% | $2,912-28.4% | $2,755-24.3% |
| Participant deferral / active EE | $5,130 | $3,281+56.4% | $4,319+18.8% | $4,296+19.4% |
| Admin fee / account holder | $98,561 | $4,981+1878.6% | $7,386+1234.4% | $6,918+1324.7% |