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 | $116,254 | $70,756+64.3% | $65,493+77.5% | $142,382-18.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.37% | 1754.89%-1742.5pp | 982.45%-970.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,631 | $2,881+26.0% | $2,574+41.0% | $4,299-15.6% |
| Participant deferral / active EE | $6,072 | $4,637+30.9% | $3,961+53.3% | $6,507-6.7% |
| Admin fee / account holder | $2,315 | $6,559-64.7% | $5,028-54.0% | $12,624-81.7% |