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 | $97,239 | $112,096-13.3% | $95,952+1.3% | $158,922-38.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.49% | 171.09%-151.6pp | 91.61%-72.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $7,735 | $3,198+141.9% | $2,541+204.4% | $4,761+62.5% |
| Participant deferral / active EE | $5,893 | $4,784+23.2% | $4,167+41.4% | $5,982-1.5% |
| Admin fee / account holder | $751 | $10,130-92.6% | $6,795-88.9% | $11,246-93.3% |