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 | $92,066 | $58,208+58.2% | $81,812+12.5% | $80,856+13.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.37% | 41.66%-29.3pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $4,301 | $2,340+83.8% | $2,912+47.7% | $2,755+56.1% |
| Participant deferral / active EE | $4,731 | $3,281+44.2% | $4,319+9.6% | $4,296+10.1% |
| Admin fee / account holder | $10,625 | $4,981+113.3% | $7,386+43.9% | $6,918+53.6% |