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 | $86,213 | $73,515+17.3% | $62,995+36.9% | $147,584-41.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.20% | 175.43%-158.2pp | 87.57%-70.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,891 | $3,320-12.9% | $2,759+4.8% | $4,876-40.7% |
| Participant deferral / active EE | $8,812 | $4,185+110.6% | $3,329+164.7% | $5,439+62.0% |
| Admin fee / account holder | $1,006 | $5,953-83.1% | $3,600-72.0% | $10,885-90.8% |