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 | $92,230 | $84,696+8.9% | $75,696+21.8% | $167,490-44.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 21.14% | 199.36%-178.2pp | 104.53%-83.4pp | 478.56%-457.4pp |
| Employer contribution / active EE | $4,548 | $3,230+40.8% | $2,743+65.8% | $4,837-6.0% |
| Participant deferral / active EE | $1,415 | $4,580-69.1% | $3,821-63.0% | $6,341-77.7% |
| Admin fee / account holder | $436 | $5,355-91.9% | $3,619-88.0% | $12,309-96.5% |