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 | $105,890 | $88,751+19.3% | $81,812+29.4% | $145,922-27.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.82% | 1025.40%-1012.6pp | 773.79%-761.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $15,198 | $3,083+392.9% | $2,912+421.9% | $4,660+226.2% |
| Participant deferral / active EE | $19,500 | $4,643+320.0% | $4,319+351.5% | $6,688+191.6% |
| Admin fee / account holder | $66,433 | $8,415+689.4% | $7,386+799.4% | $13,397+395.9% |