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 | $105,732 | $88,751+19.1% | $81,812+29.2% | $145,922-27.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.39% | 1025.40%-1011.0pp | 773.79%-759.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,647 | $3,083-46.6% | $2,912-43.4% | $4,660-64.7% |
| Participant deferral / active EE | $3,003 | $4,643-35.3% | $4,319-30.5% | $6,688-55.1% |
| Admin fee / account holder | $609 | $8,415-92.8% | $7,386-91.7% | $13,397-95.5% |