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 | $102,012 | $96,635+5.6% | $86,612+17.8% | $139,434-26.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.26% | 106.41%-94.1pp | 591.07%-578.8pp | 372.94%-360.7pp |
| Employer contribution / active EE | $7,798 | $3,263+139.0% | $3,022+158.0% | $4,751+64.1% |
| Participant deferral / active EE | $9,022 | $4,836+86.6% | $4,438+103.3% | $6,710+34.4% |
| Admin fee / account holder | $54,309 | $6,408+747.6% | $5,614+867.4% | $11,403+376.3% |