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 9-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 | $87,803 | $111,724-21.4% | $93,606-6.2% | $145,922-39.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.69% | 202.98%-193.3pp | 133.20%-123.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $7,420 | $3,090+140.2% | $2,420+206.6% | $4,660+59.2% |
| Participant deferral / active EE | $6,601 | $4,912+34.4% | $4,411+49.6% | $6,688-1.3% |
| Admin fee / account holder | $10,763 | $10,250+5.0% | $8,285+29.9% | $13,397-19.7% |