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 | $113,292 | $114,047-0.7% | $96,139+17.8% | $167,490-32.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.11% | 189.88%-172.8pp | 191.94%-174.8pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,904 | $3,427-44.5% | $2,797-31.9% | $4,837-60.6% |
| Participant deferral / active EE | $10,400 | $5,194+100.2% | $4,349+139.1% | $6,341+64.0% |
| Admin fee / account holder | $4,000 | $6,897-42.0% | $5,537-27.8% | $12,309-67.5% |