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 | $101,825 | $138,044-26.2% | $125,339-18.8% | $134,475-24.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.31% | 750.33%-751.6pp | 572.05%-573.4pp | 417.96%-419.3pp |
| Employer contribution / active EE | $3,462 | $5,243-34.0% | $4,814-28.1% | $4,740-27.0% |
| Participant deferral / active EE | $10,063 | $7,799+29.0% | $7,446+35.1% | $6,400+57.2% |
| Admin fee / account holder | $11,025 | $11,571-4.7% | $10,010+10.1% | $11,426-3.5% |