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 | $90,710 | $105,181-13.8% | $159,436-43.1% | $85,850+5.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.22% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,501 | $3,318-54.8% | $4,829-68.9% | $2,565-41.5% |
| Participant deferral / active EE | $3,227 | $5,945-45.7% | $7,352-56.1% | $3,952-18.3% |
| Admin fee / account holder | $1,604 | $6,933-76.9% | $10,799-85.1% | $6,260-74.4% |