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 | $82,789 | $102,317-19.1% | $146,958-43.7% | $80,856+2.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.84% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,391 | $3,713-35.6% | $4,933-51.5% | $2,755-13.2% |
| Participant deferral / active EE | $8,738 | $6,644+31.5% | $8,070+8.3% | $4,296+103.4% |
| Admin fee / account holder | $16,560 | $7,941+108.5% | $12,998+27.4% | $6,918+139.4% |