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 | $87,796 | $106,890-17.9% | $84,015+4.5% | $152,861-42.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.05% | 104.99%-80.9pp | 71.31%-47.3pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,499 | $2,734-8.6% | $1,983+26.0% | $4,762-47.5% |
| Participant deferral / active EE | $5,422 | $4,011+35.2% | $3,239+67.4% | $5,850-7.3% |
| Admin fee / account holder | $2,294 | $8,285-72.3% | $6,101-62.4% | $11,596-80.2% |