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 | $97,306 | $185,200-47.5% | $142,863-31.9% | $167,490-41.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 18.73% | 8555.70%-8537.0pp | 5637.54%-5618.8pp | 478.56%-459.8pp |
| Employer contribution / active EE | $3,290 | $5,604-41.3% | $4,144-20.6% | $4,837-32.0% |
| Participant deferral / active EE | $4,679 | $4,494+4.1% | $3,837+21.9% | $6,341-26.2% |
| Admin fee / account holder | $1,405 | $8,031-82.5% | $6,560-78.6% | $12,309-88.6% |