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 | $81,091 | $98,750-17.9% | $149,696-45.8% | $79,858+1.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.03% | 27.43%-6.4pp | 276.60%-255.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $22,850 | $3,216+610.4% | $4,644+392.0% | $2,471+824.8% |
| Participant deferral / active EE | $12,961 | $5,680+128.2% | $6,842+89.4% | $3,740+246.5% |
| Admin fee / account holder | $13,988 | $6,053+131.1% | $9,309+50.3% | $5,306+163.6% |