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 | $107,655 | $176,662-39.1% | $130,648-17.6% | $152,861-29.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.97% | 2692.24%-2669.3pp | 1708.96%-1686.0pp | 345.32%-322.3pp |
| Employer contribution / active EE | $5,000 | $5,742-12.9% | $4,092+22.2% | $4,762+5.0% |
| Participant deferral / active EE | $20,000 | $4,361+358.6% | $3,603+455.1% | $5,850+241.9% |
| Admin fee / account holder | $1,384 | $7,133-80.6% | $5,464-74.7% | $11,596-88.1% |