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 | $87,390 | $99,020-11.7% | $86,590+0.9% | $147,584-40.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.65% | 1312.34%-1296.7pp | 964.84%-949.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $6,382 | $3,132+103.8% | $2,839+124.8% | $4,876+30.9% |
| Participant deferral / active EE | $10,645 | $3,972+168.0% | $3,609+195.0% | $5,439+95.7% |
| Admin fee / account holder | $5,379 | $5,710-5.8% | $4,906+9.6% | $10,885-50.6% |