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 | $100,859 | $85,202+18.4% | $172,739-41.6% | $72,985+38.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.91% | 27.32%-4.4pp | 802.84%-779.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $4,096 | $3,324+23.2% | $5,143-20.4% | $2,440+67.9% |
| Participant deferral / active EE | $9,083 | $3,260+178.6% | $5,198+74.8% | $3,607+151.8% |
| Admin fee / account holder | $2,154 | $5,884-63.4% | $13,954-84.6% | $5,124-58.0% |