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 | $65,540 | $105,998-38.2% | $92,233-28.9% | $147,584-55.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.29% | 50.05%-37.8pp | 176.28%-164.0pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,675 | $4,333-38.3% | $3,679-27.3% | $4,876-45.2% |
| Participant deferral / active EE | $7,707 | $4,478+72.1% | $3,897+97.8% | $5,439+41.7% |
| Admin fee / account holder | $34,513 | $6,332+445.0% | $5,194+564.5% | $10,885+217.1% |