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 | $101,385 | $100,852+0.5% | $90,404+12.1% | $158,922-36.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.91% | 1724.20%-1715.3pp | 1293.02%-1284.1pp | 302.83%-293.9pp |
| Employer contribution / active EE | $9,242 | $3,689+150.5% | $3,262+183.3% | $4,761+94.1% |
| Participant deferral / active EE | $3,360 | $4,348-22.7% | $3,963-15.2% | $5,982-43.8% |
| Admin fee / account holder | $35,703 | $6,501+449.2% | $5,611+536.3% | $11,246+217.5% |