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 | $99,970 | $79,171+26.3% | $102,423-2.4% | $74,495+34.2% |
| Participation rate | 90.1% | 74.8%+15.3pp | 76.5%+13.6pp | 67.2%+22.9pp |
| Annual return | 14.67% | 54.93%-40.3pp | 29.32%-14.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,565 | $2,362-33.7% | $3,023-48.2% | $2,623-40.3% |
| Participant deferral / active EE | $6,017 | $4,415+36.3% | $5,053+19.1% | $4,346+38.5% |
| Admin fee / account holder | $6,812 | $2,001+240.5% | $9,451-27.9% | $1,942+250.8% |