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 | $88,873 | $159,602-44.3% | $150,045-40.8% | $142,382-37.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.57% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,132 | $4,961-57.0% | $4,693-54.6% | $4,299-50.4% |
| Participant deferral / active EE | $19,005 | $8,310+128.7% | $7,997+137.6% | $6,507+192.1% |
| Admin fee / account holder | $225,000 | $14,846+1415.5% | $13,435+1574.8% | $12,624+1682.4% |