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 | $89,884 | $96,635-7.0% | $86,612+3.8% | $139,434-35.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.56% | 106.41%-90.9pp | 591.07%-575.5pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,194 | $3,263-63.4% | $3,022-60.5% | $4,751-74.9% |
| Participant deferral / active EE | $2,353 | $4,836-51.4% | $4,438-47.0% | $6,710-64.9% |
| Admin fee / account holder | $814 | $6,408-87.3% | $5,614-85.5% | $11,403-92.9% |