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 | $98,553 | $102,966-4.3% | $90,281+9.2% | $152,861-35.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.96% | 95.16%-73.2pp | 78.10%-56.1pp | 345.32%-323.4pp |
| Employer contribution / active EE | $6,417 | $3,139+104.4% | $2,854+124.8% | $4,762+34.7% |
| Participant deferral / active EE | $8,801 | $4,281+105.6% | $3,885+126.5% | $5,850+50.4% |
| Admin fee / account holder | $1,373 | $6,171-77.7% | $5,351-74.3% | $11,596-88.2% |