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 | $133,453 | $158,398-15.7% | $126,539+5.5% | $142,382-6.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.08% | 593.76%-581.7pp | 425.95%-413.9pp | 217.08%-205.0pp |
| Employer contribution / active EE | $6,846 | $4,650+47.2% | $3,674+86.3% | $4,299+59.2% |
| Participant deferral / active EE | $534 | $4,767-88.8% | $4,083-86.9% | $6,507-91.8% |
| Admin fee / account holder | $2,717 | $6,918-60.7% | $6,065-55.2% | $12,624-78.5% |