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 | $107,426 | $114,047-5.8% | $96,139+11.7% | $167,490-35.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.50% | 189.88%-175.4pp | 191.94%-177.4pp | 478.56%-464.1pp |
| Employer contribution / active EE | $4,566 | $3,427+33.2% | $2,797+63.3% | $4,837-5.6% |
| Participant deferral / active EE | $10,129 | $5,194+95.0% | $4,349+132.9% | $6,341+59.7% |
| Admin fee / account holder | $1,682 | $6,897-75.6% | $5,537-69.6% | $12,309-86.3% |