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 | $116,287 | $109,817+5.9% | $98,442+18.1% | $167,490-30.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.38% | 1956.69%-1943.3pp | 1492.73%-1479.3pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,098 | $3,224-34.9% | $2,960-29.1% | $4,837-56.6% |
| Participant deferral / active EE | $7,300 | $4,673+56.2% | $4,276+70.7% | $6,341+15.1% |
| Admin fee / account holder | $8,284 | $6,753+22.7% | $5,949+39.2% | $12,309-32.7% |