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 | $86,027 | $105,998-18.8% | $92,233-6.7% | $147,584-41.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.86% | 50.05%-34.2pp | 176.28%-160.4pp | 578.55%-562.7pp |
| Employer contribution / active EE | $2,789 | $4,333-35.6% | $3,679-24.2% | $4,876-42.8% |
| Participant deferral / active EE | $8,210 | $4,478+83.3% | $3,897+110.7% | $5,439+51.0% |
| Admin fee / account holder | $1,916 | $6,332-69.7% | $5,194-63.1% | $10,885-82.4% |