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 | $116,202 | $99,020+17.4% | $86,590+34.2% | $147,584-21.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.89% | 1312.34%-1290.4pp | 964.84%-943.0pp | 578.55%-556.7pp |
| Employer contribution / active EE | $2,663 | $3,132-15.0% | $2,839-6.2% | $4,876-45.4% |
| Participant deferral / active EE | $16,000 | $3,972+302.8% | $3,609+343.4% | $5,439+194.2% |
| Admin fee / account holder | $2,509 | $5,710-56.1% | $4,906-48.9% | $10,885-77.0% |