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 | $94,137 | $158,398-40.6% | $126,539-25.6% | $142,382-33.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.23% | 593.76%-582.5pp | 425.95%-414.7pp | 217.08%-205.8pp |
| Employer contribution / active EE | $9,884 | $4,650+112.6% | $3,674+169.0% | $4,299+129.9% |
| Participant deferral / active EE | $5,447 | $4,767+14.3% | $4,083+33.4% | $6,507-16.3% |
| Admin fee / account holder | $3,871 | $6,918-44.0% | $6,065-36.2% | $12,624-69.3% |