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 | $110,039 | $100,041+10.0% | $149,718-26.5% | $70,131+56.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 21.44% | 27.43%-6.0pp | 1501.63%-1480.2pp | 73.14%-51.7pp |
| Employer contribution / active EE | $5,681 | $3,662+55.1% | $5,445+4.3% | $2,342+142.5% |
| Participant deferral / active EE | $3,259 | $4,983-34.6% | $6,569-50.4% | $3,332-2.2% |
| Admin fee / account holder | $4,323 | $8,286-47.8% | $11,283-61.7% | $4,645-6.9% |