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 | $88,964 | $98,750-9.9% | $149,696-40.6% | $79,858+11.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.50% | 27.43%-10.9pp | 276.60%-260.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $6,916 | $3,216+115.0% | $4,644+48.9% | $2,471+179.9% |
| Participant deferral / active EE | $6,244 | $5,680+9.9% | $6,842-8.7% | $3,740+66.9% |
| Admin fee / account holder | $8,041 | $6,053+32.9% | $9,309-13.6% | $5,306+51.5% |