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 | $85,192 | $96,635-11.8% | $86,612-1.6% | $139,434-38.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.37% | 106.41%-87.0pp | 591.07%-571.7pp | 372.94%-353.6pp |
| Employer contribution / active EE | $5,119 | $3,263+56.9% | $3,022+69.4% | $4,751+7.8% |
| Participant deferral / active EE | $10,005 | $4,836+106.9% | $4,438+125.5% | $6,710+49.1% |
| Admin fee / account holder | $8,358 | $6,408+30.4% | $5,614+48.9% | $11,403-26.7% |