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 | $102,835 | $88,751+15.9% | $81,812+25.7% | $145,922-29.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.66% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $4,036 | $3,083+30.9% | $2,912+38.6% | $4,660-13.4% |
| Participant deferral / active EE | $7,783 | $4,643+67.6% | $4,319+80.2% | $6,688+16.4% |
| Admin fee / account holder | $10,907 | $8,415+29.6% | $7,386+47.7% | $13,397-18.6% |