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 | $88,449 | $183,519-51.8% | $155,509-43.1% | $145,922-39.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.97% | 61.17%-43.2pp | 64.67%-46.7pp | 561.29%-543.3pp |
| Employer contribution / active EE | $8,803 | $5,313+65.7% | $4,672+88.4% | $4,660+88.9% |
| Participant deferral / active EE | $10,720 | $6,462+65.9% | $5,626+90.5% | $6,688+60.3% |
| Admin fee / account holder | $2,697 | $19,313-86.0% | $15,912-83.0% | $13,397-79.9% |