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 | $95,333 | $88,083+8.2% | $164,813-42.2% | $74,495+28.0% |
| Participation rate | 88.9% | 73.0%+15.8pp | 78.6%+10.3pp | 67.2%+21.7pp |
| Annual return | 11.55% | 17.26%-5.7pp | 69.93%-58.4pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $2,083 | $2,593-19.7% | $4,341-52.0% | $2,623-20.6% |
| Participant deferral / active EE | $6,380 | $4,498+41.8% | $6,031+5.8% | $4,346+46.8% |
| Admin fee / account holder | $7,365 | $2,234+229.7% | $12,690-42.0% | $1,942+279.3% |