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 | $92,355 | $108,642-15.0% | $74,701+23.6% | $152,861-39.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 16.30% | 114.06%-97.8pp | 752.92%-736.6pp | 345.32%-329.0pp |
| Employer contribution / active EE | $4,527 | $1,503+201.2% | $1,084+317.8% | $4,762-4.9% |
| Participant deferral / active EE | $9,084 | $2,712+234.9% | $1,964+362.6% | $5,850+55.3% |
| Admin fee / account holder | $30,413 | $4,902+520.4% | $3,333+812.5% | $11,596+162.3% |