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 | $106,739 | $99,020+7.8% | $86,590+23.3% | $147,584-27.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.66% | 1312.34%-1292.7pp | 964.84%-945.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $3,330 | $3,132+6.3% | $2,839+17.3% | $4,876-31.7% |
| Participant deferral / active EE | $8,173 | $3,972+105.8% | $3,609+126.5% | $5,439+50.3% |
| Admin fee / account holder | $6,432 | $5,710+12.6% | $4,906+31.1% | $10,885-40.9% |