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 | $108,334 | $210,648-48.6% | $177,989-39.1% | $145,922-25.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.89% | 385.86%-376.0pp | 294.48%-284.6pp | 561.29%-551.4pp |
| Employer contribution / active EE | $9,035 | $4,565+97.9% | $3,949+128.8% | $4,660+93.9% |
| Participant deferral / active EE | $5,856 | $6,958-15.8% | $6,276-6.7% | $6,688-12.4% |
| Admin fee / account holder | $39,570 | $12,013+229.4% | $10,363+281.8% | $13,397+195.4% |