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 | $132,052 | $102,966+28.2% | $90,281+46.3% | $152,861-13.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 192.00% | 95.16%+96.8pp | 78.10%+113.9pp | 345.32%-153.3pp |
| Employer contribution / active EE | $4,618 | $3,139+47.1% | $2,854+61.8% | $4,762-3.0% |
| Participant deferral / active EE | $9,730 | $4,281+127.2% | $3,885+150.4% | $5,850+66.3% |
| Admin fee / account holder | $7,953 | $6,171+28.9% | $5,351+48.6% | $11,596-31.4% |