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 5-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 | $99,073 | $183,519-46.0% | $155,509-36.3% | $145,922-32.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.20% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $6,483 | $5,313+22.0% | $4,672+38.7% | $4,660+39.1% |
| Participant deferral / active EE | $9,213 | $6,462+42.6% | $5,626+63.8% | $6,688+37.8% |
| Admin fee / account holder | $14,882 | $19,313-22.9% | $15,912-6.5% | $13,397+11.1% |