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 | $103,159 | $65,409+57.7% | $98,442+4.8% | $85,850+20.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.54% | 21.76%-7.2pp | 1492.73%-1478.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $3,495 | $2,168+61.2% | $2,960+18.1% | $2,565+36.2% |
| Participant deferral / active EE | $4,046 | $3,166+27.8% | $4,276-5.4% | $3,952+2.4% |
| Admin fee / account holder | $10,137 | $4,593+120.7% | $5,949+70.4% | $6,260+61.9% |