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 | $92,590 | $102,317-9.5% | $146,958-37.0% | $80,856+14.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.47% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $5,880 | $3,713+58.4% | $4,933+19.2% | $2,755+113.4% |
| Participant deferral / active EE | $8,218 | $6,644+23.7% | $8,070+1.8% | $4,296+91.3% |
| Admin fee / account holder | $16,739 | $7,941+110.8% | $12,998+28.8% | $6,918+142.0% |