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 | $99,770 | $88,751+12.4% | $81,812+22.0% | $145,922-31.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.90% | 1025.40%-1015.5pp | 773.79%-763.9pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,841 | $3,083-7.9% | $2,912-2.5% | $4,660-39.0% |
| Participant deferral / active EE | $45,332 | $4,643+876.3% | $4,319+949.7% | $6,688+577.8% |
| Admin fee / account holder | $578 | $8,415-93.1% | $7,386-92.2% | $13,397-95.7% |