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 | $90,496 | $98,240-7.9% | $82,313+9.9% | $147,584-38.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.87% | 30.85%-15.0pp | 25.88%-10.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $11,959 | $3,192+274.7% | $2,428+392.5% | $4,876+145.2% |
| Participant deferral / active EE | $10,555 | $4,383+140.8% | $3,706+184.8% | $5,439+94.1% |
| Admin fee / account holder | $37,368 | $8,563+336.4% | $5,608+566.4% | $10,885+243.3% |