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 | $96,895 | $109,327-11.4% | $89,391+8.4% | $158,922-39.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.12% | 345.68%-334.6pp | 245.62%-234.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $3,601 | $3,170+13.6% | $2,586+39.3% | $4,761-24.4% |
| Participant deferral / active EE | $10,011 | $4,598+117.7% | $3,890+157.4% | $5,982+67.4% |
| Admin fee / account holder | $25,134 | $6,153+308.5% | $4,881+414.9% | $11,246+123.5% |