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 | $98,675 | $81,632+20.9% | $70,449+40.1% | $158,922-37.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.79% | 208.40%-192.6pp | 109.03%-93.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $9,798 | $3,217+204.6% | $2,737+258.0% | $4,761+105.8% |
| Participant deferral / active EE | $4,899 | $4,554+7.6% | $3,709+32.1% | $5,982-18.1% |
| Admin fee / account holder | $1,568 | $6,193-74.7% | $3,845-59.2% | $11,246-86.1% |