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 | $98,178 | $102,966-4.7% | $90,281+8.7% | $152,861-35.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.94% | 95.16%-73.2pp | 78.10%-56.2pp | 345.32%-323.4pp |
| Employer contribution / active EE | $6,197 | $3,139+97.4% | $2,854+117.1% | $4,762+30.1% |
| Participant deferral / active EE | $2,616 | $4,281-38.9% | $3,885-32.7% | $5,850-55.3% |
| Admin fee / account holder | $414 | $6,171-93.3% | $5,351-92.3% | $11,596-96.4% |