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 | $93,675 | $70,756+32.4% | $65,493+43.0% | $142,382-34.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.15% | 1754.89%-1742.7pp | 982.45%-970.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $4,413 | $2,881+53.2% | $2,574+71.4% | $4,299+2.6% |
| Participant deferral / active EE | $1,300 | $4,637-72.0% | $3,961-67.2% | $6,507-80.0% |
| Admin fee / account holder | $13,878 | $6,559+111.6% | $5,028+176.0% | $12,624+9.9% |