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 | $138,635 | $112,881+22.8% | $90,951+52.4% | $158,922-12.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 22.59% | 215.79%-193.2pp | 134.60%-112.0pp | 302.83%-280.2pp |
| Employer contribution / active EE | $14,088 | $2,893+387.0% | $2,122+563.9% | $4,761+195.9% |
| Participant deferral / active EE | $8,340 | $4,128+102.1% | $3,373+147.3% | $5,982+39.4% |
| Admin fee / account holder | $7,712 | $8,041-4.1% | $5,959+29.4% | $11,246-31.4% |