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 | $100,499 | $176,377-43.0% | $134,143-25.1% | $158,922-36.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 38.91% | 63.63%-24.7pp | 36.33%+2.6pp | 302.83%-263.9pp |
| Employer contribution / active EE | $12,625 | $5,040+150.5% | $3,704+240.9% | $4,761+165.2% |
| Participant deferral / active EE | $5,185 | $4,091+26.7% | $3,499+48.2% | $5,982-13.3% |
| Admin fee / account holder | $16,171 | $8,718+85.5% | $6,684+141.9% | $11,246+43.8% |