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 | $100,428 | $105,998-5.3% | $92,233+8.9% | $147,584-32.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.54% | 50.05%-38.5pp | 176.28%-164.7pp | 578.55%-567.0pp |
| Employer contribution / active EE | $5,964 | $4,333+37.6% | $3,679+62.1% | $4,876+22.3% |
| Participant deferral / active EE | $2,329 | $4,478-48.0% | $3,897-40.2% | $5,439-57.2% |
| Admin fee / account holder | $6,861 | $6,332+8.3% | $5,194+32.1% | $10,885-37.0% |