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 | $84,052 | $88,751-5.3% | $81,812+2.7% | $145,922-42.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.71% | 1025.40%-1005.7pp | 773.79%-754.1pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,869 | $3,083-39.4% | $2,912-35.8% | $4,660-59.9% |
| Participant deferral / active EE | $5,803 | $4,643+25.0% | $4,319+34.4% | $6,688-13.2% |
| Admin fee / account holder | $1,468 | $8,415-82.6% | $7,386-80.1% | $13,397-89.0% |