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 | $93,291 | $109,327-14.7% | $89,391+4.4% | $158,922-41.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.80% | 345.68%-328.9pp | 245.62%-228.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $4,140 | $3,170+30.6% | $2,586+60.1% | $4,761-13.0% |
| Participant deferral / active EE | $12,375 | $4,598+169.1% | $3,890+218.1% | $5,982+106.9% |
| Admin fee / account holder | $672 | $6,153-89.1% | $4,881-86.2% | $11,246-94.0% |