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 | $91,361 | $108,919-16.1% | $100,391-9.0% | $145,922-37.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.81% | 57.88%-47.1pp | 49.20%-38.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,910 | $4,419-34.2% | $3,942-26.2% | $4,660-37.5% |
| Participant deferral / active EE | $5,459 | $8,445-35.4% | $8,082-32.5% | $6,688-18.4% |
| Admin fee / account holder | $821 | $9,689-91.5% | $7,899-89.6% | $13,397-93.9% |