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 | $88,945 | $110,809-19.7% | $86,874+2.4% | $167,490-46.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 9.87% | 116.98%-107.1pp | 63.52%-53.7pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,920 | $3,244-40.8% | $2,495-23.1% | $4,837-60.3% |
| Participant deferral / active EE | $1,920 | $4,546-57.8% | $3,699-48.1% | $6,341-69.7% |
| Admin fee / account holder | $5,769 | $8,415-31.4% | $5,828-1.0% | $12,309-53.1% |