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 | $94,657 | $114,047-17.0% | $96,139-1.5% | $167,490-43.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.01% | 189.88%-178.9pp | 191.94%-180.9pp | 478.56%-467.5pp |
| Employer contribution / active EE | $2,187 | $3,427-36.2% | $2,797-21.8% | $4,837-54.8% |
| Participant deferral / active EE | $5,109 | $5,194-1.6% | $4,349+17.5% | $6,341-19.4% |
| Admin fee / account holder | $23,194 | $6,897+236.3% | $5,537+318.9% | $12,309+88.4% |