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 | $86,915 | $105,998-18.0% | $92,233-5.8% | $147,584-41.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.00% | 50.05%-39.0pp | 176.28%-165.3pp | 578.55%-567.5pp |
| Employer contribution / active EE | $2,581 | $4,333-40.4% | $3,679-29.8% | $4,876-47.1% |
| Participant deferral / active EE | $4,374 | $4,478-2.3% | $3,897+12.3% | $5,439-19.6% |
| Admin fee / account holder | $1,503 | $6,332-76.3% | $5,194-71.1% | $10,885-86.2% |