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 | $86,845 | $58,694+48.0% | $142,863-39.2% | $85,850+1.2% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 14.37% | 27.72%-13.4pp | 5637.54%-5623.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,954 | $1,423+37.3% | $4,144-52.8% | $2,565-23.8% |
| Participant deferral / active EE | $4,812 | $2,607+84.6% | $3,837+25.4% | $3,952+21.8% |
| Admin fee / account holder | $9,089 | $4,239+114.4% | $6,560+38.5% | $6,260+45.2% |