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 | $87,115 | $57,281+52.1% | $86,612+0.6% | $75,163+15.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 35.01% | 2670.75%-2635.7pp | 591.07%-556.1pp | 160.62%-125.6pp |
| Employer contribution / active EE | $6,192 | $2,314+167.5% | $3,022+104.9% | $2,670+131.9% |
| Participant deferral / active EE | $6,664 | $3,318+100.9% | $4,438+50.2% | $4,125+61.6% |
| Admin fee / account holder | $447 | $4,112-89.1% | $5,614-92.0% | $5,651-92.1% |