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 | $100,438 | $114,047-11.9% | $96,139+4.5% | $167,490-40.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.01% | 189.88%-179.9pp | 191.94%-181.9pp | 478.56%-468.5pp |
| Employer contribution / active EE | $5,718 | $3,427+66.9% | $2,797+104.5% | $4,837+18.2% |
| Participant deferral / active EE | $3,201 | $5,194-38.4% | $4,349-26.4% | $6,341-49.5% |
| Admin fee / account holder | $7,023 | $6,897+1.8% | $5,537+26.8% | $12,309-42.9% |