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 | $94,628 | $102,317-7.5% | $146,958-35.6% | $80,856+17.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.59% | 134.76%-119.2pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $6,360 | $3,713+71.3% | $4,933+28.9% | $2,755+130.9% |
| Participant deferral / active EE | $19,837 | $6,644+198.6% | $8,070+145.8% | $4,296+361.8% |
| Admin fee / account holder | $38,094 | $7,941+379.7% | $12,998+193.1% | $6,918+450.7% |