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 | $122,616 | $105,998+15.7% | $92,233+32.9% | $147,584-16.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.23% | 50.05%-31.8pp | 176.28%-158.0pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,856 | $4,333-57.2% | $3,679-49.6% | $4,876-61.9% |
| Participant deferral / active EE | $16,360 | $4,478+265.4% | $3,897+319.8% | $5,439+200.8% |
| Admin fee / account holder | $1,020 | $6,332-83.9% | $5,194-80.4% | $10,885-90.6% |