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 | $97,321 | $99,020-1.7% | $86,590+12.4% | $147,584-34.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 30.21% | 1312.34%-1282.1pp | 964.84%-934.6pp | 578.55%-548.3pp |
| Employer contribution / active EE | $3,834 | $3,132+22.4% | $2,839+35.0% | $4,876-21.4% |
| Participant deferral / active EE | $3,834 | $3,972-3.5% | $3,609+6.2% | $5,439-29.5% |
| Admin fee / account holder | $2,170 | $5,710-62.0% | $4,906-55.8% | $10,885-80.1% |