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 | $90,996 | $74,888+21.5% | $71,209+27.8% | $142,382-36.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.87% | 345.14%-329.3pp | 282.51%-266.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,124 | $2,854-60.6% | $2,721-58.7% | $4,299-73.9% |
| Participant deferral / active EE | $10,894 | $4,454+144.6% | $4,175+160.9% | $6,507+67.4% |
| Admin fee / account holder | $541 | $5,568-90.3% | $5,349-89.9% | $12,624-95.7% |