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 | $87,262 | $152,587-42.8% | $125,175-30.3% | $152,861-42.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 269.75% | 54.84%+214.9pp | 43.79%+226.0pp | 345.32%-75.6pp |
| Employer contribution / active EE | $7,882 | $4,946+59.3% | $3,865+103.9% | $4,762+65.5% |
| Participant deferral / active EE | $6,500 | $5,868+10.8% | $4,937+31.7% | $5,850+11.1% |
| Admin fee / account holder | $908 | $13,434-93.2% | $9,702-90.6% | $11,596-92.2% |