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 | $106,780 | $209,832-49.1% | $189,513-43.7% | $167,490-36.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.94% | 748.27%-734.3pp | 555.15%-541.2pp | 478.56%-464.6pp |
| Employer contribution / active EE | $4,760 | $6,914-31.2% | $6,162-22.8% | $4,837-1.6% |
| Participant deferral / active EE | $3,925 | $8,935-56.1% | $8,221-52.3% | $6,341-38.1% |
| Admin fee / account holder | $1,231 | $14,293-91.4% | $12,045-89.8% | $12,309-90.0% |