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 8-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 | $79,950 | $155,788-48.7% | $124,672-35.9% | $167,490-52.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.68% | 17.97%-3.3pp | 5142.93%-5128.2pp | 478.56%-463.9pp |
| Employer contribution / active EE | $12,946 | $4,163+211.0% | $3,324+289.5% | $4,837+167.6% |
| Participant deferral / active EE | $15,063 | $5,673+165.5% | $4,614+226.4% | $6,341+137.5% |
| Admin fee / account holder | $5,607 | $9,531-41.2% | $7,493-25.2% | $12,309-54.4% |