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 | $87,372 | $96,635-9.6% | $86,612+0.9% | $139,434-37.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.04% | 106.41%-93.4pp | 591.07%-578.0pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,967 | $3,263-39.7% | $3,022-34.9% | $4,751-58.6% |
| Participant deferral / active EE | $2,881 | $4,836-40.4% | $4,438-35.1% | $6,710-57.1% |
| Admin fee / account holder | $638 | $6,408-90.0% | $5,614-88.6% | $11,403-94.4% |