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 | $78,116 | $85,202-8.3% | $172,739-54.8% | $72,985+7.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.34% | 27.32%-7.0pp | 802.84%-782.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $4,946 | $3,324+48.8% | $5,143-3.8% | $2,440+102.7% |
| Participant deferral / active EE | $3,929 | $3,260+20.5% | $5,198-24.4% | $3,607+8.9% |
| Admin fee / account holder | $242,496 | $5,884+4021.3% | $13,954+1637.8% | $5,124+4632.2% |