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 | $79,147 | $105,181-24.8% | $159,436-50.4% | $85,850-7.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.36% | 45.07%-29.7pp | 263.57%-248.2pp | 318.53%-303.2pp |
| Employer contribution / active EE | $6,069 | $3,318+82.9% | $4,829+25.7% | $2,565+136.6% |
| Participant deferral / active EE | $9,588 | $5,945+61.3% | $7,352+30.4% | $3,952+142.6% |
| Admin fee / account holder | $4,940 | $6,933-28.8% | $10,799-54.3% | $6,260-21.1% |