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 6-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 | $83,863 | $68,346+22.7% | $94,646-11.4% | $75,163+11.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 27.50% | 616.93%-589.4pp | 156.71%-129.2pp | 160.62%-133.1pp |
| Employer contribution / active EE | $9,150 | $2,701+238.8% | $3,672+149.2% | $2,670+242.7% |
| Participant deferral / active EE | $13,383 | $6,537+104.7% | $7,418+80.4% | $4,125+224.4% |
| Admin fee / account holder | $10,537 | $5,326+97.8% | $7,231+45.7% | $5,651+86.5% |