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 | $72,674 | $48,230+50.7% | $67,502+7.7% | $80,856-10.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 15.33% | 18.28%-2.9pp | 3512.12%-3496.8pp | 35.59%-20.3pp |
| Employer contribution / active EE | $3,676 | $2,020+82.0% | $2,731+34.6% | $2,755+33.4% |
| Participant deferral / active EE | $4,722 | $2,924+61.5% | $4,000+18.1% | $4,296+9.9% |
| Admin fee / account holder | $2,197 | $3,681-40.3% | $3,998-45.0% | $6,918-68.2% |