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 | $104,011 | $70,756+47.0% | $65,493+58.8% | $142,382-26.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.32% | 1754.89%-1739.6pp | 982.45%-967.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $5,872 | $2,881+103.9% | $2,574+128.1% | $4,299+36.6% |
| Participant deferral / active EE | $7,466 | $4,637+61.0% | $3,961+88.5% | $6,507+14.7% |
| Admin fee / account holder | $2,085 | $6,559-68.2% | $5,028-58.5% | $12,624-83.5% |