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 | $125,226 | $105,998+18.1% | $92,233+35.8% | $147,584-15.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.28% | 50.05%-38.8pp | 176.28%-165.0pp | 578.55%-567.3pp |
| Employer contribution / active EE | $6,499 | $4,333+50.0% | $3,679+76.6% | $4,876+33.3% |
| Participant deferral / active EE | $13,951 | $4,478+211.6% | $3,897+258.0% | $5,439+156.5% |
| Admin fee / account holder | $481 | $6,332-92.4% | $5,194-90.7% | $10,885-95.6% |