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 | $99,194 | $65,561+51.3% | $86,188+15.1% | $75,163+32.0% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 15.78% | 46.05%-30.3pp | 1168.45%-1152.7pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,813 | $1,553+16.8% | $2,380-23.8% | $2,670-32.1% |
| Participant deferral / active EE | $4,069 | $3,024+34.6% | $3,985+2.1% | $4,125-1.3% |
| Admin fee / account holder | $3,731 | $5,474-31.8% | $6,852-45.5% | $5,651-34.0% |