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 | $111,647 | $104,486+6.9% | $76,817+45.3% | $152,861-27.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 23.20% | 1013.37%-990.2pp | 1166.11%-1142.9pp | 345.32%-322.1pp |
| Employer contribution / active EE | $6,279 | $3,116+101.5% | $2,302+172.8% | $4,762+31.9% |
| Participant deferral / active EE | $4,929 | $4,236+16.4% | $3,336+47.8% | $5,850-15.7% |
| Admin fee / account holder | $844 | $12,275-93.1% | $6,420-86.9% | $11,596-92.7% |