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 | $102,364 | $100,852+1.5% | $90,404+13.2% | $158,922-35.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.59% | 1724.20%-1704.6pp | 1293.02%-1273.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $2,646 | $3,689-28.3% | $3,262-18.9% | $4,761-44.4% |
| Participant deferral / active EE | $4,650 | $4,348+7.0% | $3,963+17.3% | $5,982-22.3% |
| Admin fee / account holder | $30,612 | $6,501+370.9% | $5,611+445.6% | $11,246+172.2% |