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 | $102,539 | $100,852+1.7% | $90,404+13.4% | $158,922-35.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.96% | 1724.20%-1698.2pp | 1293.02%-1267.1pp | 302.83%-276.9pp |
| Employer contribution / active EE | $10,411 | $3,689+182.3% | $3,262+219.2% | $4,761+118.7% |
| Participant deferral / active EE | $5,277 | $4,348+21.4% | $3,963+33.2% | $5,982-11.8% |
| Admin fee / account holder | $718 | $6,501-89.0% | $5,611-87.2% | $11,246-93.6% |