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 9-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 | $90,436 | $61,774+46.4% | $97,226-7.0% | $80,856+11.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 31.18% | -557.90%+589.1pp | 75.13%-44.0pp | 35.59%-4.4pp |
| Employer contribution / active EE | $6,875 | $1,837+274.3% | $2,729+151.9% | $2,755+149.6% |
| Participant deferral / active EE | $3,729 | $3,029+23.1% | $4,264-12.5% | $4,296-13.2% |
| Admin fee / account holder | $2,587 | $5,166-49.9% | $5,654-54.2% | $6,918-62.6% |