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 | $92,720 | $159,901-42.0% | $146,958-36.9% | $145,922-36.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.95% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $10,484 | $5,286+98.3% | $4,933+112.5% | $4,660+125.0% |
| Participant deferral / active EE | $6,140 | $8,428-27.2% | $8,070-23.9% | $6,688-8.2% |
| Admin fee / account holder | $394 | $15,044-97.4% | $12,998-97.0% | $13,397-97.1% |