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 | $92,988 | $102,966-9.7% | $90,281+3.0% | $152,861-39.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 32.10% | 95.16%-63.1pp | 78.10%-46.0pp | 345.32%-313.2pp |
| Employer contribution / active EE | $8,870 | $3,139+182.6% | $2,854+210.8% | $4,762+86.3% |
| Participant deferral / active EE | $7,371 | $4,281+72.2% | $3,885+89.7% | $5,850+26.0% |
| Admin fee / account holder | $6,948 | $6,171+12.6% | $5,351+29.8% | $11,596-40.1% |