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 | $90,551 | $88,751+2.0% | $81,812+10.7% | $145,922-37.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.59% | 1025.40%-1014.8pp | 773.79%-763.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $5,568 | $3,083+80.6% | $2,912+91.2% | $4,660+19.5% |
| Participant deferral / active EE | $9,886 | $4,643+112.9% | $4,319+128.9% | $6,688+47.8% |
| Admin fee / account holder | $987 | $8,415-88.3% | $7,386-86.6% | $13,397-92.6% |