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 | $105,842 | $124,185-14.8% | $108,410-2.4% | $167,490-36.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.65% | 1379.64%-1362.0pp | 905.27%-887.6pp | 478.56%-460.9pp |
| Employer contribution / active EE | $6,981 | $4,187+66.7% | $3,558+96.2% | $4,837+44.3% |
| Participant deferral / active EE | $9,368 | $6,908+35.6% | $6,563+42.7% | $6,341+47.7% |
| Admin fee / account holder | $1,214 | $9,455-87.2% | $7,295-83.4% | $12,309-90.1% |