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 | $85,879 | $155,788-44.9% | $124,672-31.1% | $167,490-48.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 9.70% | 17.97%-8.3pp | 5142.93%-5133.2pp | 478.56%-468.9pp |
| Employer contribution / active EE | $8,615 | $4,163+106.9% | $3,324+159.2% | $4,837+78.1% |
| Participant deferral / active EE | $4,169 | $5,673-26.5% | $4,614-9.6% | $6,341-34.2% |
| Admin fee / account holder | $370 | $9,531-96.1% | $7,493-95.1% | $12,309-97.0% |