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 | $87,946 | $150,187-41.4% | $120,354-26.9% | $145,922-39.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.08% | 154.07%-141.0pp | 107.15%-94.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,941 | $4,348-32.4% | $3,463-15.1% | $4,660-36.9% |
| Participant deferral / active EE | $5,445 | $6,173-11.8% | $4,991+9.1% | $6,688-18.6% |
| Admin fee / account holder | $9,673 | $12,207-20.8% | $9,423+2.7% | $13,397-27.8% |