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 9-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 | $117,968 | $105,998+11.3% | $92,233+27.9% | $147,584-20.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.02% | 50.05%-38.0pp | 176.28%-164.3pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,463 | $4,333-66.2% | $3,679-60.2% | $4,876-70.0% |
| Participant deferral / active EE | $3,455 | $4,478-22.8% | $3,897-11.3% | $5,439-36.5% |
| Admin fee / account holder | $7,821 | $6,332+23.5% | $5,194+50.6% | $10,885-28.1% |