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 | $89,508 | $105,998-15.6% | $92,233-3.0% | $147,584-39.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.02% | 50.05%-40.0pp | 176.28%-166.3pp | 578.55%-568.5pp |
| Employer contribution / active EE | $6,592 | $4,333+52.1% | $3,679+79.2% | $4,876+35.2% |
| Participant deferral / active EE | $4,714 | $4,478+5.3% | $3,897+21.0% | $5,439-13.3% |
| Admin fee / account holder | $3,348 | $6,332-47.1% | $5,194-35.5% | $10,885-69.2% |