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 | $110,692 | $88,751+24.7% | $81,812+35.3% | $145,922-24.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.26% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $6,893 | $3,083+123.6% | $2,912+136.7% | $4,660+47.9% |
| Participant deferral / active EE | $2,728 | $4,643-41.2% | $4,319-36.8% | $6,688-59.2% |
| Admin fee / account holder | $2,291 | $8,415-72.8% | $7,386-69.0% | $13,397-82.9% |