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 | $91,518 | $102,966-11.1% | $90,281+1.4% | $152,861-40.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.83% | 95.16%-78.3pp | 78.10%-61.3pp | 345.32%-328.5pp |
| Employer contribution / active EE | $7,384 | $3,139+135.2% | $2,854+158.7% | $4,762+55.0% |
| Participant deferral / active EE | $9,320 | $4,281+117.7% | $3,885+139.9% | $5,850+59.3% |
| Admin fee / account holder | $27,705 | $6,171+349.0% | $5,351+417.7% | $11,596+138.9% |