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 | $105,102 | $88,751+18.4% | $81,812+28.5% | $145,922-28.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.65% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $5,288 | $3,083+71.5% | $2,912+81.6% | $4,660+13.5% |
| Participant deferral / active EE | $18,269 | $4,643+293.5% | $4,319+323.0% | $6,688+173.2% |
| Admin fee / account holder | $667 | $8,415-92.1% | $7,386-91.0% | $13,397-95.0% |