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 9-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 | $89,192 | $159,901-44.2% | $146,958-39.3% | $145,922-38.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.80% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,806 | $5,286-46.9% | $4,933-43.1% | $4,660-39.8% |
| Participant deferral / active EE | $9,430 | $8,428+11.9% | $8,070+16.8% | $6,688+41.0% |
| Admin fee / account holder | $48,897 | $15,044+225.0% | $12,998+276.2% | $13,397+265.0% |