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 | $76,787 | $168,632-54.5% | $147,614-48.0% | $125,391-38.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.38% | 77.65%-76.3pp | 61.98%-60.6pp | 282.22%-280.8pp |
| Employer contribution / active EE | $10,802 | $6,252+72.8% | $5,564+94.1% | $4,866+122.0% |
| Participant deferral / active EE | $4,444 | $5,507-19.3% | $4,895-9.2% | $5,352-17.0% |
| Admin fee / account holder | $57,608 | $13,580+324.2% | $11,611+396.1% | $9,540+503.8% |