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 | $98,377 | $102,616-4.1% | $81,983+20.0% | $158,922-38.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 14.19% | 61.04%-46.9pp | 41.31%-27.1pp | 302.83%-288.6pp |
| Employer contribution / active EE | $7,390 | $3,240+128.1% | $2,498+195.8% | $4,761+55.2% |
| Participant deferral / active EE | $6,703 | $4,648+44.2% | $3,722+80.1% | $5,982+12.0% |
| Admin fee / account holder | $104,498 | $8,235+1169.0% | $5,664+1745.0% | $11,246+829.2% |