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 | $92,577 | $202,432-54.3% | $169,368-45.3% | $139,434-33.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.33% | 531.74%-521.4pp | 405.60%-395.3pp | 372.94%-362.6pp |
| Employer contribution / active EE | $3,202 | $4,692-31.8% | $4,013-20.2% | $4,751-32.6% |
| Participant deferral / active EE | $15,459 | $6,938+122.8% | $6,221+148.5% | $6,710+130.4% |
| Admin fee / account holder | $46,963 | $10,708+338.6% | $9,003+421.6% | $11,403+311.9% |