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 | $93,582 | $104,907-10.8% | $84,611+10.6% | $152,861-38.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 14.53% | 373.79%-359.3pp | 258.74%-244.2pp | 345.32%-330.8pp |
| Employer contribution / active EE | $4,339 | $3,302+31.4% | $2,652+63.6% | $4,762-8.9% |
| Participant deferral / active EE | $5,213 | $4,688+11.2% | $3,899+33.7% | $5,850-10.9% |
| Admin fee / account holder | $1,566 | $6,241-74.9% | $4,912-68.1% | $11,596-86.5% |