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 | $83,420 | $73,515+13.5% | $62,995+32.4% | $147,584-43.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 20.41% | 175.43%-155.0pp | 87.57%-67.2pp | 578.55%-558.1pp |
| Employer contribution / active EE | $10,520 | $3,320+216.8% | $2,759+281.3% | $4,876+115.7% |
| Participant deferral / active EE | $4,339 | $4,185+3.7% | $3,329+30.3% | $5,439-20.2% |
| Admin fee / account holder | $2,295 | $5,953-61.4% | $3,600-36.2% | $10,885-78.9% |