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 | $107,510 | $106,890+0.6% | $84,015+28.0% | $152,861-29.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 11.83% | 104.99%-93.2pp | 71.31%-59.5pp | 345.32%-333.5pp |
| Employer contribution / active EE | $2,643 | $2,734-3.4% | $1,983+33.2% | $4,762-44.5% |
| Participant deferral / active EE | $3,696 | $4,011-7.9% | $3,239+14.1% | $5,850-36.8% |
| Admin fee / account holder | $18,972 | $8,285+129.0% | $6,101+211.0% | $11,596+63.6% |