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 | $102,496 | $150,440-31.9% | $136,294-24.8% | $147,584-30.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.65% | 1049.08%-1035.4pp | 5155.94%-5142.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,275 | $5,256-56.7% | $4,695-51.6% | $4,876-53.3% |
| Participant deferral / active EE | $3,278 | $6,630-50.6% | $6,247-47.5% | $5,439-39.7% |
| Admin fee / account holder | $12,039 | $10,905+10.4% | $9,243+30.2% | $10,885+10.6% |