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 | $93,443 | $90,348+3.4% | $75,972+23.0% | $145,922-36.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.19% | 620.88%-601.7pp | 359.55%-340.4pp | 561.29%-542.1pp |
| Employer contribution / active EE | $5,246 | $3,311+58.4% | $2,685+95.4% | $4,660+12.6% |
| Participant deferral / active EE | $7,576 | $5,162+46.8% | $4,255+78.0% | $6,688+13.3% |
| Admin fee / account holder | $4,044 | $8,467-52.2% | $6,467-37.5% | $13,397-69.8% |