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 | $88,134 | $102,966-14.4% | $90,281-2.4% | $152,861-42.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.09% | 95.16%-71.1pp | 78.10%-54.0pp | 345.32%-321.2pp |
| Employer contribution / active EE | $6,424 | $3,139+104.7% | $2,854+125.1% | $4,762+34.9% |
| Participant deferral / active EE | $11,381 | $4,281+165.8% | $3,885+192.9% | $5,850+94.5% |
| Admin fee / account holder | $4,119 | $6,171-33.2% | $5,351-23.0% | $11,596-64.5% |