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 | $97,025 | $105,998-8.5% | $92,233+5.2% | $147,584-34.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.27% | 50.05%-30.8pp | 176.28%-157.0pp | 578.55%-559.3pp |
| Employer contribution / active EE | $2,466 | $4,333-43.1% | $3,679-33.0% | $4,876-49.4% |
| Participant deferral / active EE | $7,266 | $4,478+62.3% | $3,897+86.5% | $5,439+33.6% |
| Admin fee / account holder | $543 | $6,332-91.4% | $5,194-89.5% | $10,885-95.0% |