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 8-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 | $127,669 | $70,606+80.8% | $53,898+136.9% | $142,382-10.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 13.79% | 619.81%-606.0pp | 528.60%-514.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,770 | $1,202+213.6% | $932+304.5% | $4,299-12.3% |
| Participant deferral / active EE | $13,410 | $2,364+467.3% | $1,826+634.3% | $6,507+106.1% |
| Admin fee / account holder | $1,739 | $2,852-39.0% | $2,491-30.2% | $12,624-86.2% |