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 5-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 | $114,664 | $88,751+29.2% | $81,812+40.2% | $145,922-21.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.16% | 1025.40%-1007.2pp | 773.79%-755.6pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,870 | $3,083-39.4% | $2,912-35.8% | $4,660-59.9% |
| Participant deferral / active EE | $10,825 | $4,643+133.1% | $4,319+150.7% | $6,688+61.9% |
| Admin fee / account holder | $541 | $8,415-93.6% | $7,386-92.7% | $13,397-96.0% |