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 | $118,399 | $185,200-36.1% | $142,863-17.1% | $167,490-29.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 10.69% | 8555.70%-8545.0pp | 5637.54%-5626.8pp | 478.56%-467.9pp |
| Employer contribution / active EE | $7,395 | $5,604+31.9% | $4,144+78.5% | $4,837+52.9% |
| Participant deferral / active EE | $3,627 | $4,494-19.3% | $3,837-5.5% | $6,341-42.8% |
| Admin fee / account holder | $7,530 | $8,031-6.2% | $6,560+14.8% | $12,309-38.8% |