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 | $96,940 | $65,409+48.2% | $98,442-1.5% | $85,850+12.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 19.89% | 21.76%-1.9pp | 1492.73%-1472.8pp | 318.53%-298.6pp |
| Employer contribution / active EE | $9,996 | $2,168+361.1% | $2,960+237.7% | $2,565+289.7% |
| Participant deferral / active EE | $9,115 | $3,166+187.9% | $4,276+113.2% | $3,952+130.7% |
| Admin fee / account holder | $10,573 | $4,593+130.2% | $5,949+77.7% | $6,260+68.9% |