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 | $104,153 | $106,890-2.6% | $84,015+24.0% | $152,861-31.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.25% | 104.99%-82.7pp | 71.31%-49.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,012 | $2,734-63.0% | $1,983-49.0% | $4,762-78.7% |
| Participant deferral / active EE | $6,675 | $4,011+66.4% | $3,239+106.1% | $5,850+14.1% |
| Admin fee / account holder | $574 | $8,285-93.1% | $6,101-90.6% | $11,596-95.1% |