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 | $93,598 | $65,409+43.1% | $98,442-4.9% | $85,850+9.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 29.69% | 21.76%+7.9pp | 1492.73%-1463.0pp | 318.53%-288.8pp |
| Employer contribution / active EE | $3,195 | $2,168+47.4% | $2,960+8.0% | $2,565+24.6% |
| Participant deferral / active EE | $4,289 | $3,166+35.5% | $4,276+0.3% | $3,952+8.5% |
| Admin fee / account holder | $4,609 | $4,593+0.3% | $5,949-22.5% | $6,260-26.4% |