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 | $121,211 | $70,756+71.3% | $65,493+85.1% | $142,382-14.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.45% | 1754.89%-1740.4pp | 982.45%-968.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,194 | $2,881+45.6% | $2,574+62.9% | $4,299-2.5% |
| Participant deferral / active EE | $10,135 | $4,637+118.5% | $3,961+155.9% | $6,507+55.7% |
| Admin fee / account holder | $8,173 | $6,559+24.6% | $5,028+62.5% | $12,624-35.3% |