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 | $104,890 | $104,9070% | $84,611+24.0% | $152,861-31.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.82% | 373.79%-352.0pp | 258.74%-236.9pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,856 | $3,302+16.8% | $2,652+45.4% | $4,762-19.0% |
| Participant deferral / active EE | $8,575 | $4,688+82.9% | $3,899+120.0% | $5,850+46.6% |
| Admin fee / account holder | $544 | $6,241-91.3% | $4,912-88.9% | $11,596-95.3% |