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 | $87,193 | $105,998-17.7% | $92,233-5.5% | $147,584-40.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.25% | 50.05%-33.8pp | 176.28%-160.0pp | 578.55%-562.3pp |
| Employer contribution / active EE | $10,910 | $4,333+151.8% | $3,679+196.5% | $4,876+123.7% |
| Participant deferral / active EE | $4,245 | $4,478-5.2% | $3,897+8.9% | $5,439-21.9% |
| Admin fee / account holder | $38,008 | $6,332+500.2% | $5,194+631.8% | $10,885+249.2% |