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 | $90,704 | $118,849-23.7% | $96,562-6.1% | $167,490-45.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.42% | 50.49%-35.1pp | 37.78%-22.4pp | 478.56%-463.1pp |
| Employer contribution / active EE | $6,100 | $3,120+95.5% | $2,356+158.9% | $4,837+26.1% |
| Participant deferral / active EE | $3,579 | $4,616-22.5% | $3,849-7.0% | $6,341-43.6% |
| Admin fee / account holder | $1,220 | $8,065-84.9% | $6,181-80.3% | $12,309-90.1% |