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 | $99,453 | $155,788-36.2% | $124,672-20.2% | $167,490-40.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 10.79% | 17.97%-7.2pp | 5142.93%-5132.1pp | 478.56%-467.8pp |
| Employer contribution / active EE | $3,628 | $4,163-12.9% | $3,324+9.2% | $4,837-25.0% |
| Participant deferral / active EE | $12,347 | $5,673+117.6% | $4,614+167.6% | $6,341+94.7% |
| Admin fee / account holder | $61,292 | $9,531+543.1% | $7,493+718.0% | $12,309+397.9% |