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 | $102,607 | $102,966-0.3% | $90,281+13.7% | $152,861-32.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 11.94% | 95.16%-83.2pp | 78.10%-66.2pp | 345.32%-333.4pp |
| Employer contribution / active EE | $11,325 | $3,139+260.8% | $2,854+296.8% | $4,762+137.8% |
| Participant deferral / active EE | $4,530 | $4,281+5.8% | $3,885+16.6% | $5,850-22.6% |
| Admin fee / account holder | $3,174 | $6,171-48.6% | $5,351-40.7% | $11,596-72.6% |