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 | $98,112 | $150,187-34.7% | $120,354-18.5% | $145,922-32.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.70% | 154.07%-140.4pp | 107.15%-93.4pp | 561.29%-547.6pp |
| Employer contribution / active EE | $4,927 | $4,348+13.3% | $3,463+42.3% | $4,660+5.7% |
| Participant deferral / active EE | $7,969 | $6,173+29.1% | $4,991+59.7% | $6,688+19.2% |
| Admin fee / account holder | $2,410 | $12,207-80.3% | $9,423-74.4% | $13,397-82.0% |