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 | $93,774 | $226,064-58.5% | $182,532-48.6% | $152,861-38.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 16.21% | 192.51%-176.3pp | 148.54%-132.3pp | 345.32%-329.1pp |
| Employer contribution / active EE | $11,685 | $4,978+134.7% | $4,076+186.7% | $4,762+145.4% |
| Participant deferral / active EE | $5,426 | $6,368-14.8% | $5,524-1.8% | $5,850-7.3% |
| Admin fee / account holder | $13,260 | $10,703+23.9% | $8,592+54.3% | $11,596+14.3% |