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 | $83,052 | $70,756+17.4% | $65,493+26.8% | $142,382-41.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.61% | 1754.89%-1743.3pp | 982.45%-970.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $4,922 | $2,881+70.9% | $2,574+91.2% | $4,299+14.5% |
| Participant deferral / active EE | $1,489 | $4,637-67.9% | $3,961-62.4% | $6,507-77.1% |
| Admin fee / account holder | $19,597 | $6,559+198.8% | $5,028+289.7% | $12,624+55.2% |