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 | $93,375 | $99,877-6.5% | $84,966+9.9% | $145,922-36.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.80% | 83.76%-67.0pp | 66.38%-49.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,950 | $3,231-39.7% | $2,727-28.5% | $4,660-58.1% |
| Participant deferral / active EE | $2,663 | $5,291-49.7% | $4,519-41.1% | $6,688-60.2% |
| Admin fee / account holder | $491 | $7,248-93.2% | $6,149-92.0% | $13,397-96.3% |