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 | $89,107 | $102,317-12.9% | $146,958-39.4% | $80,856+10.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.98% | 134.76%-117.8pp | 418.34%-401.4pp | 35.59%-18.6pp |
| Employer contribution / active EE | $4,879 | $3,713+31.4% | $4,933-1.1% | $2,755+77.1% |
| Participant deferral / active EE | $6,342 | $6,644-4.5% | $8,070-21.4% | $4,296+47.6% |
| Admin fee / account holder | $3,550 | $7,941-55.3% | $12,998-72.7% | $6,918-48.7% |