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 | $87,562 | $102,317-14.4% | $146,958-40.4% | $80,856+8.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.32% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $4,832 | $3,713+30.1% | $4,933-2.0% | $2,755+75.4% |
| Participant deferral / active EE | $10,267 | $6,644+54.5% | $8,070+27.2% | $4,296+139.0% |
| Admin fee / account holder | $12,867 | $7,941+62.0% | $12,998-1.0% | $6,918+86.0% |