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 | $82,660 | $60,124+37.5% | $90,404-8.6% | $79,858+3.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.75% | 71.94%-55.2pp | 1293.02%-1276.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $7,660 | $2,068+270.5% | $3,262+134.8% | $2,471+210.0% |
| Participant deferral / active EE | $4,697 | $2,938+59.9% | $3,963+18.5% | $3,740+25.6% |
| Admin fee / account holder | $4,787 | $3,976+20.4% | $5,611-14.7% | $5,306-9.8% |