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 | $94,276 | $88,751+6.2% | $81,812+15.2% | $145,922-35.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.73% | 1025.40%-1004.7pp | 773.79%-753.1pp | 561.29%-540.6pp |
| Employer contribution / active EE | $2,312 | $3,083-25.0% | $2,912-20.6% | $4,660-50.4% |
| Participant deferral / active EE | $5,477 | $4,643+18.0% | $4,319+26.8% | $6,688-18.1% |
| Admin fee / account holder | $1,065 | $8,415-87.3% | $7,386-85.6% | $13,397-92.1% |