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 | $93,640 | $90,600+3.4% | $79,464+17.8% | $135,375-30.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 12.31% | 977.43%-965.1pp | 718.14%-705.8pp | 519.73%-507.4pp |
| Employer contribution / active EE | $5,531 | $3,068+80.3% | $2,800+97.5% | $4,779+15.7% |
| Participant deferral / active EE | $5,954 | $4,050+47.0% | $3,704+60.8% | $5,609+6.2% |
| Admin fee / account holder | $9,124 | $5,907+54.5% | $5,113+78.4% | $10,827-15.7% |