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 | $106,507 | $110,502-3.6% | $80,716+32.0% | $167,490-36.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 26.95% | 120.54%-93.6pp | 87.28%-60.3pp | 478.56%-451.6pp |
| Employer contribution / active EE | $1,385 | $1,543-10.2% | $1,160+19.4% | $4,837-71.4% |
| Participant deferral / active EE | $4,213 | $2,871+46.8% | $2,146+96.4% | $6,341-33.6% |
| Admin fee / account holder | $9,719 | $4,545+113.9% | $3,380+187.6% | $12,309-21.0% |