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 | $79,504 | $105,998-25.0% | $92,233-13.8% | $147,584-46.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.59% | 50.05%-34.5pp | 176.28%-160.7pp | 578.55%-563.0pp |
| Employer contribution / active EE | $15,921 | $4,333+267.4% | $3,679+332.7% | $4,876+226.5% |
| Participant deferral / active EE | $3,109 | $4,478-30.6% | $3,897-20.2% | $5,439-42.8% |
| Admin fee / account holder | $3,906 | $6,332-38.3% | $5,194-24.8% | $10,885-64.1% |