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 | $92,811 | $99,877-7.1% | $84,966+9.2% | $145,922-36.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.41% | 83.76%-68.4pp | 66.38%-51.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,446 | $3,231-24.3% | $2,727-10.3% | $4,660-47.5% |
| Participant deferral / active EE | $5,058 | $5,291-4.4% | $4,519+11.9% | $6,688-24.4% |
| Admin fee / account holder | $1,574 | $7,248-78.3% | $6,149-74.4% | $13,397-88.2% |