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 | $104,655 | $102,966+1.6% | $90,281+15.9% | $152,861-31.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.87% | 95.16%-75.3pp | 78.10%-58.2pp | 345.32%-325.4pp |
| Employer contribution / active EE | $11,380 | $3,139+262.6% | $2,854+298.7% | $4,762+139.0% |
| Participant deferral / active EE | $3,813 | $4,281-10.9% | $3,885-1.9% | $5,850-34.8% |
| Admin fee / account holder | $14,608 | $6,171+136.7% | $5,351+173.0% | $11,596+26.0% |