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 6-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 | $89,236 | $56,317+58.5% | $71,209+25.3% | $74,304+20.1% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 19.16% | 42.83%-23.7pp | 282.51%-263.4pp | 29.43%-10.3pp |
| Employer contribution / active EE | $8,755 | $2,160+305.3% | $2,721+221.7% | $2,241+290.6% |
| Participant deferral / active EE | $10,945 | $2,788+292.6% | $4,175+162.1% | $3,767+190.5% |
| Admin fee / account holder | $4,026 | $2,290+75.8% | $5,349-24.7% | $2,969+35.6% |