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 3-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 | $94,794 | $70,756+34.0% | $65,493+44.7% | $142,382-33.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.48% | 1754.89%-1739.4pp | 982.45%-967.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,813 | $2,881-2.4% | $2,574+9.3% | $4,299-34.6% |
| Participant deferral / active EE | $12,199 | $4,637+163.1% | $3,961+208.0% | $6,507+87.5% |
| Admin fee / account holder | $21,497 | $6,559+227.7% | $5,028+327.5% | $12,624+70.3% |