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 | $92,440 | $99,877-7.4% | $84,966+8.8% | $145,922-36.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.22% | 83.76%-72.5pp | 66.38%-55.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,085 | $3,231-4.5% | $2,727+13.1% | $4,660-33.8% |
| Participant deferral / active EE | $10,006 | $5,291+89.1% | $4,519+121.4% | $6,688+49.6% |
| Admin fee / account holder | $38,461 | $7,248+430.7% | $6,149+525.5% | $13,397+187.1% |