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 | $89,839 | $87,733+2.4% | $106,548-15.7% | $85,850+4.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 85.86% | 21.86%+64.0pp | 26.80%+59.1pp | 318.53%-232.7pp |
| Employer contribution / active EE | $6,579 | $2,073+217.4% | $2,819+133.4% | $2,565+156.5% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,099 | $6,767-69.0% | $7,407-71.7% | $6,260-66.5% |