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 | $93,565 | $106,890-12.5% | $84,015+11.4% | $152,861-38.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 14.80% | 104.99%-90.2pp | 71.31%-56.5pp | 345.32%-330.5pp |
| Employer contribution / active EE | $2,838 | $2,734+3.8% | $1,983+43.1% | $4,762-40.4% |
| Participant deferral / active EE | $4,719 | $4,011+17.6% | $3,239+45.7% | $5,850-19.3% |
| Admin fee / account holder | $69,994 | $8,285+744.8% | $6,101+1047.3% | $11,596+503.6% |