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 | $87,394 | $65,409+33.6% | $98,442-11.2% | $85,850+1.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.80% | 21.76%-6.0pp | 1492.73%-1476.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $6,245 | $2,168+188.1% | $2,960+111.0% | $2,565+143.5% |
| Participant deferral / active EE | $4,433 | $3,166+40.0% | $4,276+3.7% | $3,952+12.2% |
| Admin fee / account holder | $1,544 | $4,593-66.4% | $5,949-74.0% | $6,260-75.3% |