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 | $99,287 | $105,998-6.3% | $92,233+7.6% | $147,584-32.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.59% | 50.05%-29.5pp | 176.28%-155.7pp | 578.55%-558.0pp |
| Employer contribution / active EE | $4,328 | $4,333-0.1% | $3,679+17.6% | $4,876-11.2% |
| Participant deferral / active EE | $4,328 | $4,478-3.3% | $3,897+11.1% | $5,439-20.4% |
| Admin fee / account holder | $751 | $6,332-88.1% | $5,194-85.5% | $10,885-93.1% |