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 | $102,871 | $96,635+6.5% | $86,612+18.8% | $139,434-26.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.37% | 106.41%-91.0pp | 591.07%-575.7pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,022 | $3,263-38.0% | $3,022-33.1% | $4,751-57.4% |
| Participant deferral / active EE | $3,381 | $4,836-30.1% | $4,438-23.8% | $6,710-49.6% |
| Admin fee / account holder | $9,127 | $6,408+42.4% | $5,614+62.6% | $11,403-20.0% |