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 | $100,908 | $105,998-4.8% | $92,233+9.4% | $147,584-31.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 37.20% | 50.05%-12.9pp | 176.28%-139.1pp | 578.55%-541.4pp |
| Employer contribution / active EE | $2,085 | $4,333-51.9% | $3,679-43.3% | $4,876-57.2% |
| Participant deferral / active EE | $7,050 | $4,478+57.4% | $3,897+80.9% | $5,439+29.6% |
| Admin fee / account holder | $2,613 | $6,332-58.7% | $5,194-49.7% | $10,885-76.0% |