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 | $94,521 | $102,317-7.6% | $146,958-35.7% | $80,856+16.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.16% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $6,759 | $3,713+82.0% | $4,933+37.0% | $2,755+145.3% |
| Participant deferral / active EE | $7,660 | $6,644+15.3% | $8,070-5.1% | $4,296+78.3% |
| Admin fee / account holder | $6,536 | $7,941-17.7% | $12,998-49.7% | $6,918-5.5% |