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 | $85,462 | $202,318-57.8% | $172,739-50.5% | $152,861-44.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.50% | 1029.65%-1017.1pp | 802.84%-790.3pp | 345.32%-332.8pp |
| Employer contribution / active EE | $9,413 | $5,856+60.7% | $5,143+83.0% | $4,762+97.7% |
| Participant deferral / active EE | $12,663 | $5,948+112.9% | $5,198+143.6% | $5,850+116.5% |
| Admin fee / account holder | $1,109 | $17,109-93.5% | $13,954-92.1% | $11,596-90.4% |