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 6-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 | $98,199 | $99,877-1.7% | $84,966+15.6% | $145,922-32.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 26.00% | 83.76%-57.8pp | 66.38%-40.4pp | 561.29%-535.3pp |
| Employer contribution / active EE | $2,167 | $3,231-32.9% | $2,727-20.6% | $4,660-53.5% |
| Participant deferral / active EE | $15,986 | $5,291+202.2% | $4,519+253.7% | $6,688+139.0% |
| Admin fee / account holder | $1,074 | $7,248-85.2% | $6,149-82.5% | $13,397-92.0% |