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 | $90,308 | $115,770-22.0% | $101,248-10.8% | $158,922-43.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.87% | 56.14%-44.3pp | 46.47%-34.6pp | 302.83%-291.0pp |
| Employer contribution / active EE | $10,967 | $4,175+162.7% | $3,660+199.7% | $4,761+130.3% |
| Participant deferral / active EE | $5,923 | $4,957+19.5% | $4,370+35.5% | $5,982-1.0% |
| Admin fee / account holder | $1,637 | $7,245-77.4% | $5,945-72.5% | $11,246-85.4% |