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 | $85,788 | $73,515+16.7% | $62,995+36.2% | $147,584-41.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.96% | 175.43%-162.5pp | 87.57%-74.6pp | 578.55%-565.6pp |
| Employer contribution / active EE | $8,478 | $3,320+155.3% | $2,759+207.3% | $4,876+73.9% |
| Participant deferral / active EE | $4,239 | $4,185+1.3% | $3,329+27.3% | $5,439-22.1% |
| Admin fee / account holder | $1,439 | $5,953-75.8% | $3,600-60.0% | $10,885-86.8% |