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 7-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 | $90,099 | $92,703-2.8% | $82,719+8.9% | $134,475-33.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 11.81% | 944.92%-933.1pp | 701.18%-689.4pp | 417.96%-406.2pp |
| Employer contribution / active EE | $2,265 | $3,274-30.8% | $3,009-24.7% | $4,740-52.2% |
| Participant deferral / active EE | $3,009 | $4,802-37.3% | $4,395-31.5% | $6,400-53.0% |
| Admin fee / account holder | $1,554 | $5,983-74.0% | $5,329-70.8% | $11,426-86.4% |