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 | $82,277 | $99,652-17.4% | $78,778+4.4% | $147,584-44.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 111.37% | 47.28%+64.1pp | 35.62%+75.7pp | 578.55%-467.2pp |
| Employer contribution / active EE | $4,782 | $2,796+71.1% | $1,986+140.8% | $4,876-1.9% |
| Participant deferral / active EE | $3,080 | $3,664-15.9% | $2,958+4.1% | $5,439-43.4% |
| Admin fee / account holder | $474 | $7,155-93.4% | $5,134-90.8% | $10,885-95.6% |