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 6-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 | $95,838 | $88,751+8.0% | $81,812+17.1% | $145,922-34.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.60% | 1025.40%-1001.8pp | 773.79%-750.2pp | 561.29%-537.7pp |
| Employer contribution / active EE | $6,801 | $3,083+120.6% | $2,912+133.5% | $4,660+45.9% |
| Participant deferral / active EE | $16,814 | $4,643+262.1% | $4,319+289.3% | $6,688+151.4% |
| Admin fee / account holder | $4,742 | $8,415-43.6% | $7,386-35.8% | $13,397-64.6% |