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 | $95,578 | $99,652-4.1% | $78,778+21.3% | $147,584-35.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.92% | 47.28%-34.4pp | 35.62%-22.7pp | 578.55%-565.6pp |
| Employer contribution / active EE | $3,064 | $2,796+9.6% | $1,986+54.3% | $4,876-37.2% |
| Participant deferral / active EE | $12,664 | $3,664+245.7% | $2,958+328.1% | $5,439+132.8% |
| Admin fee / account holder | $24,851 | $7,155+247.3% | $5,134+384.1% | $10,885+128.3% |