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 | $93,452 | $60,124+55.4% | $90,404+3.4% | $79,858+17.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.58% | 71.94%-57.4pp | 1293.02%-1278.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $3,682 | $2,068+78.1% | $3,262+12.9% | $2,471+49.0% |
| Participant deferral / active EE | $5,436 | $2,938+85.0% | $3,963+37.1% | $3,740+45.3% |
| Admin fee / account holder | $1,733 | $3,976-56.4% | $5,611-69.1% | $5,306-67.3% |