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 | $125,419 | $150,187-16.5% | $120,354+4.2% | $145,922-14.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.76% | 154.07%-137.3pp | 107.15%-90.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,425 | $4,348-44.2% | $3,463-30.0% | $4,660-48.0% |
| Participant deferral / active EE | $2,868 | $6,173-53.5% | $4,991-42.5% | $6,688-57.1% |
| Admin fee / account holder | $1,203 | $12,207-90.1% | $9,423-87.2% | $13,397-91.0% |