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 7-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 | $92,559 | $98,750-6.3% | $149,696-38.2% | $79,858+15.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.39% | 27.43%-14.0pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $4,557 | $3,216+41.7% | $4,644-1.9% | $2,471+84.4% |
| Participant deferral / active EE | $10,316 | $5,680+81.6% | $6,842+50.8% | $3,740+175.8% |
| Admin fee / account holder | $7,353 | $6,053+21.5% | $9,309-21.0% | $5,306+38.6% |