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 | $83,684 | $88,751-5.7% | $81,812+2.3% | $145,922-42.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.40% | 1025.40%-1012.0pp | 773.79%-760.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $13,358 | $3,083+333.2% | $2,912+358.7% | $4,660+186.7% |
| Participant deferral / active EE | $1,118 | $4,643-75.9% | $4,319-74.1% | $6,688-83.3% |
| Admin fee / account holder | $1,188 | $8,415-85.9% | $7,386-83.9% | $13,397-91.1% |