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 | $102,208 | $88,751+15.2% | $81,812+24.9% | $145,922-30.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.87% | 1025.40%-1008.5pp | 773.79%-756.9pp | 561.29%-544.4pp |
| Employer contribution / active EE | $10,583 | $3,083+243.2% | $2,912+263.4% | $4,660+127.1% |
| Participant deferral / active EE | $5,645 | $4,643+21.6% | $4,319+30.7% | $6,688-15.6% |
| Admin fee / account holder | $2,191 | $8,415-74.0% | $7,386-70.3% | $13,397-83.6% |