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 | $88,250 | $105,181-16.1% | $159,436-44.6% | $85,850+2.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 20.50% | 45.07%-24.6pp | 263.57%-243.1pp | 318.53%-298.0pp |
| Employer contribution / active EE | $2,873 | $3,318-13.4% | $4,829-40.5% | $2,565+12.0% |
| Participant deferral / active EE | $9,051 | $5,945+52.3% | $7,352+23.1% | $3,952+129.1% |
| Admin fee / account holder | $2,683 | $6,933-61.3% | $10,799-75.2% | $6,260-57.1% |