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 | $144,714 | $90,348+60.2% | $75,972+90.5% | $145,922-0.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.51% | 620.88%-611.4pp | 359.55%-350.0pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,550 | $3,311-23.0% | $2,685-5.0% | $4,660-45.3% |
| Participant deferral / active EE | $3,450 | $5,162-33.2% | $4,255-18.9% | $6,688-48.4% |
| Admin fee / account holder | $10,931 | $8,467+29.1% | $6,467+69.0% | $13,397-18.4% |