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 | $88,654 | $58,208+52.3% | $81,812+8.4% | $80,856+9.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.64% | 41.66%-28.0pp | 773.79%-760.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $8,011 | $2,340+242.4% | $2,912+175.1% | $2,755+190.8% |
| Participant deferral / active EE | $4,688 | $3,281+42.9% | $4,319+8.6% | $4,296+9.1% |
| Admin fee / account holder | $4,554 | $4,981-8.6% | $7,386-38.3% | $6,918-34.2% |