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 | $94,919 | $137,414-30.9% | $189,513-49.9% | $85,850+10.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.17% | 38.14%-25.0pp | 555.15%-542.0pp | 318.53%-305.4pp |
| Employer contribution / active EE | $9,439 | $4,344+117.3% | $6,162+53.2% | $2,565+268.0% |
| Participant deferral / active EE | $3,166 | $6,260-49.4% | $8,221-61.5% | $3,952-19.9% |
| Admin fee / account holder | $27,845 | $8,630+222.7% | $12,045+131.2% | $6,260+344.8% |