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 | $81,561 | $105,998-23.1% | $92,233-11.6% | $147,584-44.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.29% | 50.05%-37.8pp | 176.28%-164.0pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,862 | $4,333-34.0% | $3,679-22.2% | $4,876-41.3% |
| Participant deferral / active EE | $2,577 | $4,478-42.5% | $3,897-33.9% | $5,439-52.6% |
| Admin fee / account holder | $462 | $6,332-92.7% | $5,194-91.1% | $10,885-95.8% |