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 | $125,816 | $97,757+28.7% | $83,848+50.1% | $135,375-7.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 10.74% | 1287.37%-1276.6pp | 850.88%-840.1pp | 519.73%-509.0pp |
| Employer contribution / active EE | $13,349 | $4,222+216.2% | $3,631+267.7% | $4,779+179.3% |
| Participant deferral / active EE | $9,047 | $4,682+93.2% | $4,082+121.6% | $5,609+61.3% |
| Admin fee / account holder | $2,118 | $6,674-68.3% | $5,478-61.3% | $10,827-80.4% |