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 | $83,564 | $104,907-20.3% | $84,611-1.2% | $152,861-45.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 24.15% | 373.79%-349.6pp | 258.74%-234.6pp | 345.32%-321.2pp |
| Employer contribution / active EE | $4,827 | $3,302+46.2% | $2,652+82.0% | $4,762+1.4% |
| Participant deferral / active EE | $9,925 | $4,688+111.7% | $3,899+154.6% | $5,850+69.6% |
| Admin fee / account holder | $12,303 | $6,241+97.1% | $4,912+150.5% | $11,596+6.1% |