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 | $89,831 | $77,145+16.4% | $108,410-17.1% | $85,850+4.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 18.53% | 44.54%-26.0pp | 905.27%-886.7pp | 318.53%-300.0pp |
| Employer contribution / active EE | $4,468 | $2,379+87.8% | $3,558+25.6% | $2,565+74.2% |
| Participant deferral / active EE | $10,744 | $5,566+93.0% | $6,563+63.7% | $3,952+171.9% |
| Admin fee / account holder | $4,477 | $5,172-13.4% | $7,295-38.6% | $6,260-28.5% |