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 | $117,990 | $144,119-18.1% | $117,854+0.1% | $147,584-20.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.73% | 531.15%-513.4pp | 335.08%-317.3pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,105 | $4,896-57.0% | $3,786-44.4% | $4,876-56.8% |
| Participant deferral / active EE | $2,879 | $5,316-45.8% | $4,482-35.8% | $5,439-47.1% |
| Admin fee / account holder | $5,640 | $10,886-48.2% | $8,020-29.7% | $10,885-48.2% |