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 | $110,042 | $60,124+83.0% | $90,404+21.7% | $79,858+37.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.52% | 71.94%-55.4pp | 1293.02%-1276.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,627 | $2,068+27.0% | $3,262-19.5% | $2,471+6.3% |
| Participant deferral / active EE | $7,081 | $2,938+141.0% | $3,963+78.7% | $3,740+89.3% |
| Admin fee / account holder | $11,615 | $3,976+192.1% | $5,611+107.0% | $5,306+118.9% |