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 | $88,281 | $96,635-8.6% | $86,612+1.9% | $139,434-36.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.78% | 106.41%-86.6pp | 591.07%-571.3pp | 372.94%-353.2pp |
| Employer contribution / active EE | $3,052 | $3,263-6.5% | $3,022+1.0% | $4,751-35.8% |
| Participant deferral / active EE | $4,249 | $4,836-12.1% | $4,438-4.3% | $6,710-36.7% |
| Admin fee / account holder | $990 | $6,408-84.5% | $5,614-82.4% | $11,403-91.3% |