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 | $92,196 | $102,966-10.5% | $90,281+2.1% | $152,861-39.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.74% | 95.16%-79.4pp | 78.10%-62.4pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,733 | $3,139-44.8% | $2,854-39.3% | $4,762-63.6% |
| Participant deferral / active EE | $1,733 | $4,281-59.5% | $3,885-55.4% | $5,850-70.4% |
| Admin fee / account holder | $1,237 | $6,171-80.0% | $5,351-76.9% | $11,596-89.3% |