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 | $84,305 | $105,998-20.5% | $92,233-8.6% | $147,584-42.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.28% | 50.05%-32.8pp | 176.28%-159.0pp | 578.55%-561.3pp |
| Employer contribution / active EE | $4,802 | $4,333+10.8% | $3,679+30.5% | $4,876-1.5% |
| Participant deferral / active EE | $6,229 | $4,478+39.1% | $3,897+59.9% | $5,439+14.5% |
| Admin fee / account holder | $5,338 | $6,332-15.7% | $5,194+2.8% | $10,885-51.0% |