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 | $88,524 | $84,149+5.2% | $76,080+16.4% | $167,490-47.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 10.98% | 54.99%-44.0pp | 42.50%-31.5pp | 478.56%-467.6pp |
| Employer contribution / active EE | $6,469 | $4,618+40.1% | $3,962+63.3% | $4,837+33.7% |
| Participant deferral / active EE | $13,060 | $5,796+125.3% | $4,905+166.3% | $6,341+106.0% |
| Admin fee / account holder | $40,753 | $6,410+535.7% | $4,883+734.5% | $12,309+231.1% |