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 | $93,654 | $209,832-55.4% | $189,513-50.6% | $167,490-44.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.20% | 748.27%-731.1pp | 555.15%-538.0pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,569 | $6,914-77.3% | $6,162-74.5% | $4,837-67.6% |
| Participant deferral / active EE | $4,468 | $8,935-50.0% | $8,221-45.7% | $6,341-29.5% |
| Admin fee / account holder | $32,020 | $14,293+124.0% | $12,045+165.8% | $12,309+160.1% |