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 | $90,559 | $98,750-8.3% | $149,696-39.5% | $79,858+13.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.06% | 27.43%-9.4pp | 276.60%-258.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $12,670 | $3,216+293.9% | $4,644+172.8% | $2,471+412.8% |
| Participant deferral / active EE | $12,218 | $5,680+115.1% | $6,842+78.6% | $3,740+226.7% |
| Admin fee / account holder | $3,298 | $6,053-45.5% | $9,309-64.6% | $5,306-37.8% |