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 | $86,331 | $90,348-4.4% | $75,972+13.6% | $145,922-40.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.75% | 620.88%-610.1pp | 359.55%-348.8pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,666 | $3,311-49.7% | $2,685-37.9% | $4,660-64.2% |
| Participant deferral / active EE | $6,311 | $5,162+22.3% | $4,255+48.3% | $6,688-5.6% |
| Admin fee / account holder | $18,891 | $8,467+123.1% | $6,467+192.1% | $13,397+41.0% |