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 | $87,905 | $183,519-52.1% | $155,509-43.5% | $145,922-39.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.79% | 61.17%-52.4pp | 64.67%-55.9pp | 561.29%-552.5pp |
| Employer contribution / active EE | $10,370 | $5,313+95.2% | $4,672+121.9% | $4,660+122.5% |
| Participant deferral / active EE | $6,688 | $6,462+3.5% | $5,626+18.9% | $6,6880% |
| Admin fee / account holder | $362,996 | $19,313+1779.5% | $15,912+2181.3% | $13,397+2609.5% |