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 | $109,521 | $102,966+6.4% | $90,281+21.3% | $152,861-28.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.50% | 95.16%-77.7pp | 78.10%-60.6pp | 345.32%-327.8pp |
| Employer contribution / active EE | $10,714 | $3,139+241.4% | $2,854+275.4% | $4,762+125.0% |
| Participant deferral / active EE | $6,152 | $4,281+43.7% | $3,885+58.3% | $5,850+5.2% |
| Admin fee / account holder | $2,675 | $6,171-56.6% | $5,351-50.0% | $11,596-76.9% |