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 6-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 | $90,457 | $29,660+205.0% | $56,411+60.4% | $80,856+11.9% |
| Participation rate | 90.1% | 41.6%+48.5pp | 52.5%+37.7pp | 67.6%+22.5pp |
| Annual return | 20.67% | 35.23%-14.6pp | 1701.33%-1680.7pp | 35.59%-14.9pp |
| Employer contribution / active EE | $5,277 | $669+688.4% | $1,039+408.0% | $2,755+91.6% |
| Participant deferral / active EE | $8,030 | $1,226+555.0% | $1,952+311.4% | $4,296+86.9% |
| Admin fee / account holder | $5,001 | $2,428+106.0% | $2,829+76.8% | $6,918-27.7% |