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 | $91,217 | $104,486-12.7% | $76,817+18.7% | $152,861-40.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 23.79% | 1013.37%-989.6pp | 1166.11%-1142.3pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,681 | $3,116-46.1% | $2,302-27.0% | $4,762-64.7% |
| Participant deferral / active EE | $2,007 | $4,236-52.6% | $3,336-39.8% | $5,850-65.7% |
| Admin fee / account holder | $6,577 | $12,275-46.4% | $6,420+2.4% | $11,596-43.3% |