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 | $110,369 | $88,751+24.4% | $81,812+34.9% | $145,922-24.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.19% | 1025.40%-1011.2pp | 773.79%-759.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $4,460 | $3,083+44.6% | $2,912+53.1% | $4,660-4.3% |
| Participant deferral / active EE | $13,000 | $4,643+180.0% | $4,319+201.0% | $6,688+94.4% |
| Admin fee / account holder | $16,497 | $8,415+96.0% | $7,386+123.4% | $13,397+23.1% |